VIP
Viewpoint Investment Partners Portfolio holdings
AUM
$183M
1-Year Est. Return
9.4%
1 Year Est. Return
+9.4%
AUM
$183M
AUM Growth
+$270K
(+0.15%)
Holding
36
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.68% |
| 2 | Technology | 5.87% |
| 3 | Consumer Staples | 2.71% |
| 4 | Healthcare | 1.76% |
| 5 | Communication Services | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
BHP
BHP
$145B
| $1.09M | 0.6% |
22,715
|
|
||
27
TSMC
TSM
$1.56T
| $1.08M | 0.59% |
4,785
|
|
||
28
Vanguard FTSE Pacific ETF
VPL
$8.26B
| $1.04M | 0.57% |
12,621
|
|
||
29
Amplify Cybersecurity ETF
HACK
$2.4B
| $976K | 0.53% |
11,296
|
|
||
30
Mastercard
MA
$499B
| $745K | 0.41% |
1,325
|
|
||
31
Vanguard Total World Bond ETF
BNDW
$1.4B
| $738K | 0.4% |
10,648
|
|
||
32
Liberty Broadband Class A
LBRDA
$7.68B
| $550K | 0.3% |
6,000
|
|
||
33
Procter & Gamble
PG
$351B
| $360K | 0.2% |
2,260
|
|
||
34
Alphabet (Google) Class C
GOOG
$3.4T
| $355K | 0.19% |
2,000
|
|
||
35
iShares Floating Rate Bond ETF
FLOT
$9B
| $307K | 0.17% |
+6,015
|
|
||
36
Texas Pacific Land
TPL
$21.7B
| $211K | 0.12% |
200
|
|