VCM
Viewpoint Capital Management Portfolio holdings
AUM
$231M
1-Year Est. Return
27.77%
This Fund
S&P 500
1 Year Est. Return
+27.77%
AUM
$227M
AUM Growth
+$23.3M
(+11%)
Holding
152
Top Buys
| 1 | +$1.63M | |
| 2 | +$227K | |
| 3 | +$197K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$181K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$174K |
Top Sells
| 1 | +$472K | |
| 2 | +$108K | |
| 3 | +$107K | |
| 4 |
iShares Gold Trust
IAU
|
+$85.8K |
| 5 |
Bausch Health
BHC
|
+$75.2K |
Sector Composition
| 1 | Consumer Discretionary | 17.11% |
| 2 | Technology | 14% |
| 3 | Financials | 10.72% |
| 4 | Industrials | 6.51% |
| 5 | Consumer Staples | 5.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares MSCI Mexico ETF
EWW
$2.37B
| – | – |
-500
|
|
||
152
iShares S&P Small-Cap 600 Value ETF
IJS
$7.32B
| – | – |
-150
|
|