VCM

Viewpoint Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 31.36%
This Quarter Est. Return
1 Year Est. Return
+31.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.1M
3
+$419K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$231K

Top Sells

1
+$7.36M
2
+$194K
3
+$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$130K
5
T icon
AT&T
T
+$118K

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 11.27%
3 Financials 11.12%
4 Industrials 7.89%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 10.75%
93,723
-40,812
2
$8.57M 5.45%
17,832
-220
3
$8.38M 5.33%
25,333
+12,585
4
$6.39M 4.06%
70,670
+730
5
$6.03M 3.84%
159,109
-1,350
6
$5.66M 3.59%
13,442
+51
7
$5.53M 3.52%
49,577
-80
8
$5.4M 3.43%
34,023
+835
9
$3.92M 2.49%
61,970
-141
10
$3.35M 2.13%
42,820
-100
11
$3.25M 2.06%
18,474
12
$3.12M 1.98%
19,209
-420
13
$3.11M 1.98%
26,626
+1,590
14
$3.11M 1.97%
28,112
15
$2.93M 1.86%
128,919
-2,500
16
$2.85M 1.81%
20,314
+3
17
$2.82M 1.79%
46,128
+30
18
$2.66M 1.69%
15,181
-524
19
$2.63M 1.67%
6,850
20
$2.53M 1.61%
14,731
-1,120
21
$2.35M 1.49%
10,280
22
$2.2M 1.4%
53,210
+26,605
23
$2.1M 1.33%
16,710
24
$2.06M 1.31%
12,996
-330
25
$1.78M 1.13%
2,433
1
2 3 4 5