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
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$522K
3
+$508K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$481K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Top Sells

1
+$216K
2
+$165K
3
+$133K
4
Z icon
Zillow
Z
+$96.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$78.9K

Sector Composition

1 Consumer Discretionary 20.48%
2 Technology 11.88%
3 Financials 10.43%
4 Consumer Staples 6.56%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 14.42%
125,182
-606
2
$9.78M 5.14%
18,158
-25
3
$9.16M 4.81%
68,215
-1,225
4
$7.45M 3.91%
18,452
-155
5
$7.25M 3.81%
164,919
+3,840
6
$7.02M 3.69%
42,784
+3,177
7
$5.95M 3.12%
56,929
+3,557
8
$5.75M 3.02%
13,649
+11
9
$4.83M 2.53%
13,305
+210
10
$4.3M 2.26%
61,060
-265
11
$4M 2.1%
34,955
+3,910
12
$3.71M 1.95%
14,801
+17
13
$3.49M 1.83%
20,817
+1,076
14
$3.31M 1.74%
28,749
15
$3.14M 1.65%
43,074
+500
16
$3M 1.58%
128,967
+18
17
$2.92M 1.54%
46,108
-10
18
$2.79M 1.47%
95,461
+17,367
19
$2.79M 1.46%
16,715
+5
20
$2.73M 1.43%
16,339
21
$2.66M 1.4%
6,840
22
$2.52M 1.33%
16,600
+976
23
$2.47M 1.3%
10,280
24
$2.45M 1.29%
2,678
+5
25
$2.25M 1.18%
73,888
+10,200
1
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