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
$111M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$410K
3
+$228K
4
AMZN icon
Amazon
AMZN
+$227K
5
NUE icon
Nucor
NUE
+$204K

Top Sells

1
+$456K
2
+$204K
3
+$154K
4
PEP icon
PepsiCo
PEP
+$106K
5
PG icon
Procter & Gamble
PG
+$86.7K

Sector Composition

1 Consumer Discretionary 18.59%
2 Financials 11.04%
3 Technology 8.39%
4 Consumer Staples 7.91%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 12.89%
138,981
+2,193
2
$6.15M 5.52%
16,341
+176
3
$4.49M 4.03%
156,823
-1,710
4
$3.83M 3.43%
18,440
+752
5
$3.7M 3.32%
26,994
+2,995
6
$3.7M 3.32%
12,825
-40
7
$3.28M 2.95%
48,442
+65
8
$2.82M 2.53%
60,166
-455
9
$2.78M 2.49%
15,237
-582
10
$2.72M 2.44%
28,112
11
$2.64M 2.37%
11,548
-110
12
$2.61M 2.35%
17,580
-583
13
$2.42M 2.17%
46,323
14
$2.38M 2.14%
127,175
+1,550
15
$2.14M 1.92%
30,866
-692
16
$2.13M 1.91%
42,220
-1,400
17
$2.01M 1.8%
72,290
+350
18
$2.01M 1.8%
12,163
-78
19
$1.97M 1.77%
10,403
20
$1.81M 1.62%
61,153
+200
21
$1.74M 1.57%
11,253
-75
22
$1.63M 1.46%
5,520
+40
23
$1.61M 1.44%
14,700
+575
24
$1.55M 1.39%
16,710
25
$1.53M 1.37%
48,939
+960
1
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