VIP

Viewpoint Investment Partners Portfolio holdings

AUM $216M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$270K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$307K

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
$1.09M 0.6%
22,715
27
$1.08M 0.59%
4,785
28
$1.04M 0.57%
12,621
29
$976K 0.53%
11,296
30
$745K 0.41%
1,325
31
$738K 0.4%
10,648
32
$550K 0.3%
6,000
33
$360K 0.2%
2,260
34
$355K 0.19%
2,000
35
$307K 0.17%
+6,015
36
$211K 0.12%
600
1
2