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

Top Buys

1
+$643K
2
+$534K
3
+$443K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$420K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$406K

Top Sells

1
+$237K
2
+$210K
3
+$151K
4
AAPL icon
Apple
AAPL
+$133K
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$120K

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