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
$186M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$450K
3
+$447K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$421K
5
CELH icon
Celsius Holdings
CELH
+$409K

Top Sells

1
+$270K
2
+$210K
3
+$176K
4
AAPL icon
Apple
AAPL
+$139K
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$111K

Sector Composition

1 Consumer Discretionary 17.55%
2 Financials 10.79%
3 Technology 10.71%
4 Consumer Staples 7.21%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.01%
540
127
$24.4K 0.01%
580
128
$16.6K 0.01%
180
129
$14.6K 0.01%
150
130
$14.6K 0.01%
275
131
$11.9K 0.01%
160
132
$10.5K 0.01%
100
133
$7.46K ﹤0.01%
142
134
$5.28K ﹤0.01%
50
135
$5.16K ﹤0.01%
120
136
$3.51K ﹤0.01%
50
137
$2.33K ﹤0.01%
9
138
$1.22K ﹤0.01%
20
139
$54 ﹤0.01%
1
140
$23 ﹤0.01%
2
141
– –
-5,000
2 3 4 5
6