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
$159M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Sells

1 +$1.21M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$66.4M 41.74%
301,300
+54,700
2
$42.3M 26.63%
1,656,633
+77,733
3
$20M 12.57%
405,506
+160,206
4
$19.3M 12.14%
179,300
+67,200
5
$6.48M 4.08%
282,100
-52,600
6
$2.96M 1.86%
57,590
+13,760
7
$1.56M 0.98%
42,200
+6,800