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
$125M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.57M
3
+$7.2M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$450K

Top Sells

1
+$21.2M
2
+$8.89K

Sector Composition

1 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63M 50.54%
569,900
+65,200
2
$33.4M 26.85%
1,316,800
+337,500
3
$19.4M 15.57%
241,600
+120,300
4
$3.31M 2.66%
6,272
5
$2.59M 2.08%
43,680
-150
6
$1.64M 1.32%
42,700
+11,700
7
$461K 0.37%
6,000
8
$442K 0.35%
7,700
-369,500
9
$332K 0.27%
2,000