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
$97.5M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$212K

Top Sells

1 +$14.8M
2 +$2.63M
3 +$1.48M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$64.5M 66.17%
968,533
+35,980
2
$14.1M 14.44%
113,220
-21,110
3
$12M 12.3%
233,290
-287,500
4
$6.7M 6.87%
144,857
-32,040
5
$212K 0.22%
+1,930