VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$230K
3
+$202K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$185K
5
TSLA icon
Tesla
TSLA
+$129K

Top Sells

1
+$312K
2
+$304K
3
+$254K
4
GPC icon
Genuine Parts
GPC
+$216K
5
DGX icon
Quest Diagnostics
DGX
+$208K

Sector Composition

1 Consumer Discretionary 23.48%
2 Financials 13.51%
3 Technology 7.34%
4 Consumer Staples 7.21%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 16.65%
132,520
-380
2
$6.78M 5.23%
164,496
-938
3
$6.52M 5.02%
18,141
+360
4
$4.9M 3.78%
11,811
5
$4.16M 3.21%
13,495
+66
6
$3.48M 2.68%
55,435
-1,010
7
$3.29M 2.53%
61,578
-360
8
$3.15M 2.43%
49,807
-210
9
$3.1M 2.39%
28,722
10
$2.89M 2.23%
17,254
-239
11
$2.85M 2.2%
18,665
-389
12
$2.8M 2.16%
87,715
+2,760
13
$2.76M 2.13%
46,938
14
$2.63M 2.03%
36,075
-417
15
$2.63M 2.03%
16,320
+2,055
16
$2.59M 2%
11,638
-120
17
$2.44M 1.88%
129,138
-1,050
18
$2.07M 1.6%
11,680
-115
19
$2.01M 1.55%
11,522
20
$1.97M 1.52%
72,040
-500
21
$1.82M 1.4%
31,885
-369
22
$1.77M 1.37%
5,930
-30
23
$1.75M 1.35%
14,138
+862
24
$1.55M 1.2%
7,301
25
$1.43M 1.11%
31,750
-600
1
2 3 4 5