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Viewpoint Investment Partners Portfolio holdings
AUM
$216M
1-Year Est. Return
18.12%
This Fund
S&P 500
1 Year Est. Return
+18.12%
AUM
$216M
AUM Growth
+$5.82M
(+2.8%)
Holding
107
Top Buys
| 1 | +$9.8M | |
| 2 | +$8.37M | |
| 3 | +$7.53M | |
| 4 |
Royal Bank of Canada
RY
|
+$7.12M |
| 5 |
SOBO
South Bow Corp
SOBO
|
+$4.84M |
Top Sells
| 1 | +$27.3M | |
| 2 | +$13M | |
| 3 | +$11.2M | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$4.46M |
| 5 |
iShares US Medical Devices ETF
IHI
|
+$727K |
Sector Composition
| 1 | Energy | 17.39% |
| 2 | Financials | 11.63% |
| 3 | Technology | 6.02% |
| 4 | Materials | 5.51% |
| 5 | Communication Services | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Target
TGT
$60.5B
| – | – |
-2,400
|
|
||
102
Clorox
CLX
$11.6B
| – | – |
-2,400
|
|
||
103
First Citizens BancShares
FCNCA
$24B
| – | – |
-100
|
|
||
104
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
| – | – |
-338,500
|
|
||
|
105
iShares International Select Dividend ETF
IDV
$8.37B
| – | – |
-113,000
|
|
||
106
Mid-America Apartment Communities
MAA
$16B
| – | – |
-1,500
|
|
||
107
TotalEnergies
TTE
$187B
| – | – |
-3,200
|
|