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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
XBISpdr S&p Biotech Etf
Recent Activity
Exited
0%
$278,130
3,000 shares@ $92.71 avg price
ADMAAdma Biologics Inc
Recent Activity
Exited
0%
$228,251
20,416 shares@ $11.19 avg price
LQDIshares Iboxx Invt Gradebond Etf
Recent Activity
Exited
0%
$60,201
562 shares@ $107.12 avg price
HYGIshares Iboxx High Yieldbond Etf
Recent Activity
Exited
0%
$27,925
362 shares@ $77.15 avg price
PFFIshares Preferred Incomesec Etf
Recent Activity
Exited
0%
$27,101
859 shares@ $31.55 avg price