VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$522K
3
+$508K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$481K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Top Sells

1
+$216K
2
+$165K
3
+$133K
4
Z icon
Zillow
Z
+$96.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$78.9K

Sector Composition

1 Consumer Discretionary 20.48%
2 Technology 11.88%
3 Financials 10.43%
4 Consumer Staples 6.56%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.3K 0.01%
275
127
$12.3K 0.01%
160
128
$10.7K 0.01%
100
129
$7.31K ﹤0.01%
142
130
$5.27K ﹤0.01%
50
131
$5.05K ﹤0.01%
60
132
$3.17K ﹤0.01%
50
133
$2.38K ﹤0.01%
9
134
$1.17K ﹤0.01%
20
135
$51 ﹤0.01%
1
136
$23 ﹤0.01%
2
-7
137
– –
-50
138
– –
-275
139
– –
-232
140
– –
-4
141
– –
-2
142
– –
-4,816
2 3 4 5
6