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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
$231M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$349K
3
+$226K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$211K
5
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
+$198K

Top Sells

1
+$549K
2
+$240K
3
+$229K
4
AAPL icon
Apple
AAPL
+$224K
5
ARKK icon
ARK Innovation ETF
ARKK
+$223K

Sector Composition

1 Consumer Discretionary 17.4%
2 Financials 12.92%
3 Technology 11.18%
4 Industrials 7.06%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGIB icon
126
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$7.65K ﹤0.01%
142
XLB icon
127
State Street Materials Select Sector SPDR ETF
XLB
$8.03B
$5.44K ﹤0.01%
120
SUB icon
128
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$5.33K ﹤0.01%
50
VGK icon
129
Vanguard FTSE Europe ETF
VGK
$30.2B
$4.18K ﹤0.01%
50
VO icon
130
Vanguard Mid-Cap ETF
VO
$104B
$2.61K ﹤0.01%
36
IYH icon
131
iShares US Healthcare ETF
IYH
$3.09B
$1.3K ﹤0.01%
20
IYW icon
132
iShares US Technology ETF
IYW
$24.4B
$399 ﹤0.01%
2
-23
EWY icon
133
iShares MSCI South Korea ETF
EWY
$24.3B
$97 ﹤0.01%
1
ICLN icon
134
iShares Global Clean Energy ETF
ICLN
$2.98B
$34 ﹤0.01%
2
ARKK icon
135
ARK Innovation ETF
ARKK
$6.95B
– –
-2,582
BHC icon
136
Bausch Health
BHC
$1.78B
– –
-17,900
EFG icon
137
iShares MSCI EAFE Growth ETF
EFG
$16.6B
– –
-28
EFV icon
138
iShares MSCI EAFE Value ETF
EFV
$24.4B
– –
-136
EMB icon
139
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
– –
-4
IEF icon
140
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
– –
-104
IGSB icon
141
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.1B
– –
-113
IUSB icon
142
iShares Core Universal USD Bond ETF
IUSB
$41.9B
– –
-117
IVE icon
143
iShares S&P 500 Value ETF
IVE
$47.2B
– –
-37
IVV icon
144
iShares Core S&P 500 ETF
IVV
$809B
– –
-18
IVW icon
145
iShares S&P 500 Growth ETF
IVW
$73.6B
– –
-73
KMB icon
146
Kimberly-Clark
KMB
$33.7B
– –
-1,790
MBB icon
147
iShares MBS ETF
MBB
$39.2B
– –
-107
NFLX icon
148
Netflix
NFLX
$324B
– –
-1,910
OEF icon
149
iShares S&P 100 ETF
OEF
$19.9B
– –
-11
TLH icon
150
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
– –
-21
3 4 5
6
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