VCM
Viewpoint Capital Management Portfolio holdings
AUM $204M
1-Year Return
27.43%
This Quarter Return
-2.38%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
-$4.59M
(-2.4%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
42.48%
Holding
141
New
5
Increased
33
Reduced
31
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$643K |
| 2 |
Celsius Holdings
CELH
|
+$534K |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
+$443K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$420K |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$406K |
Top Sells
| 1 |
Amazon
AMZN
|
+$237K |
| 2 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$210K |
| 3 |
NVIDIA
NVDA
|
+$151K |
| 4 |
Apple
AAPL
|
+$133K |
| 5 |
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% |
