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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
CCitigroup Inc
Recent Activity
Decreased -1.06%
2.13%
$3.794M
61,325 shares@ $61.88 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.61%
1.92%
$3.426M
19,741 shares@ $173.56 avg price
AAPLApple Inc
Recent Activity
Decreased -0.02%
1.89%
$3.368M
14,784 shares@ $227.8 avg price
IJRIshares Tr
Recent Activity
1.88%
$3.351M
28,749 shares@ $116.56 avg price
EUFNIshares Tr
Recent Activity
1.8%
$3.213M
128,949 shares@ $24.92 avg price
AIGAmerican Intl Group Inc
Recent Activity
Decreased -0.69%
1.75%
$3.122M
42,574 shares@ $73.34 avg price
GEGe Aerospace
Recent Activity
Increased 0.16%
1.7%
$3.029M
16,339 shares@ $185.39 avg price
ISCVIshares Tr
Recent Activity
Decreased -0.02%
1.64%
$2.917M
46,118 shares@ $63.27 avg price
ORCLOracle Corp
Recent Activity
1.58%
$2.82M
16,710 shares@ $168.74 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.43%
1.53%
$2.733M
6,840 shares@ $399.53 avg price