VIP

Viewpoint Investment Partners Portfolio holdings

AUM $183M
1-Year Est. Return 9.4%
This Quarter Est. Return
1 Year Est. Return
+9.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$28.7M
3
+$16.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.26M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.33%
2 Technology 1.92%
3 Consumer Staples 0.89%
4 Communication Services 0.83%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$583K 0.31%
+8,115
27
$519K 0.28%
+3,100
28
$510K 0.28%
6,000
29
$366K 0.2%
+2,345
30
$340K 0.18%
+6,995
31
$277K 0.15%
+1,670
32
$265K 0.14%
+200
33
$219K 0.12%
+400
1
2