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
$126M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$5.17M
3 +$3.16M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.15M

Top Sells

1 +$6.75M
2 +$18K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$50.3M 40.05%
246,600
+71,600
2
$39.9M 31.72%
1,578,900
+204,700
3
$12.4M 9.83%
112,100
-61,200
4
$12M 9.52%
245,300
+44,000
5
$7.67M 6.11%
334,700
+137,800
6
$2.19M 1.74%
43,830
7
$1.28M 1.02%
35,400
-500