VCM

Viewpoint Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 31.36%
This Quarter Est. Return
1 Year Est. Return
+31.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$584K
3
+$541K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$481K
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$449K

Top Sells

1
+$1.29M
2
+$278K
3
+$228K
4
Z icon
Zillow
Z
+$109K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$65.8K

Sector Composition

1 Consumer Discretionary 18.32%
2 Technology 11.79%
3 Financials 9.96%
4 Consumer Staples 6.79%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.1K 0.01%
150
127
$14.4K 0.01%
275
128
$10.9K 0.01%
100
129
$10.6K 0.01%
160
130
$7.64K ﹤0.01%
142
131
$5.82K ﹤0.01%
60
132
$5.32K ﹤0.01%
50
133
$3.58K ﹤0.01%
50
134
$3.33K ﹤0.01%
50
135
$2.37K ﹤0.01%
9
136
$1.29K ﹤0.01%
20
137
$139 ﹤0.01%
9
138
$105 ﹤0.01%
+2
139
$105 ﹤0.01%
+4
140
$66 ﹤0.01%
1
141
– –
-3,000
142
– –
-859
143
– –
-562
144
– –
-362
145
– –
-20,416
2 3 4 5
6