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
$58.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$14.8M
3
+$12.2M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$6.54M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$208K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 42.41%
+220,768
2
$14.8M 25.13%
+260,018
3
$12.2M 20.8%
+259,127
4
$6.54M 11.14%
+151,840
5
$208K 0.35%
+2,000
6
$25K 0.04%
+500
7
$20K 0.03%
+760
8
$17K 0.03%
+640
9
$16K 0.03%
+620
10
$13K 0.02%
+450
11
$8K 0.01%
+430
12
$4K 0.01%
+120
13
$2K ﹤0.01%
+20