VCM

Viewpoint Capital Management Portfolio holdings

AUM $214M
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$227K
3
+$197K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$181K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$174K

Top Sells

1
+$472K
2
+$108K
3
+$107K
4
IAU icon
iShares Gold Trust
IAU
+$85.8K
5
BHC icon
Bausch Health
BHC
+$75.2K

Sector Composition

1 Consumer Discretionary 17.11%
2 Technology 12.45%
3 Financials 12.27%
4 Industrials 6.51%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.3K 0.01%
275
127
$16K 0.01%
160
128
$12K 0.01%
+18
129
$10.6K ﹤0.01%
100
130
$10.2K ﹤0.01%
+107
131
$10K ﹤0.01%
+104
132
$9.22K ﹤0.01%
+136
133
$8.81K ﹤0.01%
+73
134
$7.68K ﹤0.01%
142
135
$7.64K ﹤0.01%
+37
136
$5.99K ﹤0.01%
+113
137
$5.46K ﹤0.01%
+117
138
$5.38K ﹤0.01%
120
139
$5.34K ﹤0.01%
50
140
$5.07K ﹤0.01%
+97
141
$4.9K ﹤0.01%
25
+24
142
$3.99K ﹤0.01%
50
143
$3.66K ﹤0.01%
+11
144
$3.19K ﹤0.01%
+28
145
$2.64K ﹤0.01%
9
146
$2.16K ﹤0.01%
+21
147
$1.17K ﹤0.01%
20
148
$381 ﹤0.01%
+4
149
$80 ﹤0.01%
1
150
$32 ﹤0.01%
2
3 4 5
6
7