VIP
Viewpoint Investment Partners Portfolio holdings
AUM
$183M
This Quarter Return
+2.79%
1 Year Return
+10.14%
3 Year Return
+22.02%
5 Year Return
+40.54%
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+141%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
57.48%
Top 10 Holdings %
Top 10 Hldgs %
89.66%
Holding
33
New
25
Increased
6
Reduced
–
Closed
–
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$30.4M |
| 2 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$28.7M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$16.8M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.73M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.33% |
| 2 | Technology | 1.92% |
| 3 | Consumer Staples | 0.89% |
| 4 | Communication Services | 0.83% |
| 5 | Healthcare | 0.71% |
