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
$125M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$272K
3
+$269K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$208K
5
DVY icon
iShares Select Dividend ETF
DVY
+$70.5K

Top Sells

1
+$632K
2
+$231K
3
+$203K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
EMR icon
Emerson Electric
EMR
+$74.8K

Sector Composition

1 Consumer Discretionary 19.75%
2 Financials 10.18%
3 Technology 9.19%
4 Consumer Staples 7.92%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 13.67%
134,545
-4,970
2
$6.91M 5.52%
17,600
-352
3
$4.64M 3.71%
18,535
+34
4
$4.4M 3.52%
160,773
+1,700
5
$4.31M 3.45%
31,821
+357
6
$4.22M 3.37%
13,369
7
$3.8M 3.04%
49,642
+250
8
$3.48M 2.78%
12,763
+100
9
$3.03M 2.42%
69,640
-1,300
10
$2.86M 2.29%
19,622
+341
11
$2.66M 2.12%
15,684
+326
12
$2.65M 2.12%
28,112
13
$2.6M 2.08%
42,920
14
$2.56M 2.04%
62,166
+600
15
$2.48M 1.99%
131,406
+2,100
16
$2.39M 1.91%
46,098
17
$2.37M 1.9%
22,348
+5,048
18
$2.35M 1.88%
13,755
19
$2.15M 1.71%
13,775
+246
20
$2.07M 1.65%
6,840
+40
21
$1.94M 1.55%
10,280
-123
22
$1.83M 1.47%
31,592
+543
23
$1.79M 1.43%
20,311
24
$1.77M 1.41%
16,710
25
$1.61M 1.28%
60,508
-645
1
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