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
$73.4M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$3.49M
2 +$741K
3 +$210K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$165K

Top Sells

1 +$20.6M
2 +$5.79M
3 +$2.33M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44.4M 60.5%
661,863
-306,670
2
$14.9M 20.34%
304,460
+71,170
3
$12.1M 16.5%
94,970
-18,250
4
$741K 1.01%
+6,368
5
$613K 0.84%
13,864
-130,993
6
$382K 0.52%
3,400
+1,470
7
$210K 0.29%
+7,490