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Home > Institutional Investor > Viewpoint Capital Management Llc > Profile

Instuitional Investor - Viewpoint Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Viewpoint Capital Management Llc
Portfolio Value $143,019,555
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 134,535 $20,441,301 14.29%
2.
Vanguard Index Fds
 18,052 $7,885,114 5.51%
3.
Bank Of America Corp
 BAC 160,459 $5,402,655 3.77%
4.
Ishares Trust
 IEF 33,188 $5,155,124 3.6%
5.
Microsoft Corp
 MSFT 13,391 $5,035,494 3.52%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)