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Ryan P Sawyer

@Viewpoint Capital Management Llc

Latest period2024 - Q3ReportedManaged Assets$178.881MTotal holdings140
Assets growth rate9.49%Assets growth rate (2-Q avg)6.67%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Viewpoint Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Viewpoint Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 178.881M in assets, with a quarterly growth rate of 9.49% and a 2-quarter average growth rate of 6.67%. The portfolio is managed by Ryan P Sawyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VZVerizon Communications Inc
Recent Activity
New Position
0.13%
$216,173
4,816 shares@ $44.89 avg price
ESMLIshares Tr
Recent Activity
New Position
0.12%
$208,750
5,000 shares@ $41.75 avg price
VTVVanguard Index Fds
Recent Activity
New Position
0.04%
$68,536
394 shares@ $173.95 avg price
EFGIshares Tr
Recent Activity
New Position
0.02%
$29,673
275 shares@ $107.91 avg price
SPABSpdr Ser Tr
Recent Activity
New Position
0.01%
$105
4 shares@ $26.25 avg price
SPYVSpdr Ser Tr
Recent Activity
New Position
0.01%
$105
2 shares@ $52.5 avg price