VCM

Viewpoint Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 27.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.77%
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
+$707K
2
+$567K
3
+$525K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$411K
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$409K

Top Sells

1
+$1.24M
2
+$278K
3
+$228K
4
Z icon
Zillow
Z
+$89.1K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$63.8K

Sector Composition

1 Consumer Discretionary 18.32%
2 Technology 11.62%
3 Financials 10.13%
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%
120
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%
+4
139
$105 ﹤0.01%
+2
140
$66 ﹤0.01%
1
141
– –
-20,416
142
– –
-362
143
– –
-562
144
– –
-859
145
– –
-3,000
2 3 4 5
6