Equal-WT
WhaleScore 2.0
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Viewpoint Investment Partners Corp is based out of Calgary. Their last reported 13F filing for Q4 2023 included $143,446,738 in managed 13F securities
and a top 10 holdings concentration of 99.62%. Viewpoint Investment Partners Corp's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 207,000. Whalewisdom has at least 23 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| TIP iShares TIPS Bond ET | 3.15% |
| VOO VANGUARD 500 INDEX F | 1.91% |
| IEMG iShares Core MSCI Em | 0.53% |
| LBRDA Liberty Broadband Co | 0.34% |
| GOOGL Alphabet Inc. Class | 0.19% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| VTI VANGUARD TOTAL STOCK | 2.89% |
| EMLC VanEck J.P. Morgan E | 2.15% |
| AOR iShares Core Growth | 0.76% |
| REET iShares Global REIT | 0.51% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| VTI VANGUARD TOTAL STOCK | 34.23% |
| TIP iShares TIPS Bond ET | 26.44% |
| EMLC VanEck J.P. Morgan E | 14.54% |
| IEMG iShares Core MSCI Em | 10.56% |
| REET iShares Global REIT | 4.82% |
2023-12-31
13F Activity
| Market Value | $143m, Prior: $119m |
| New Purchases | 4 stocks |
| Added To | 4 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 4 stocks |
| Top 10 Holdings % | 99.62% |
| Turnover %[1] | 33.33% |
| Turnover Alt %[2] | 1% |
| Time Held Top 20 | 8.25 quarters |
| Time Held Top 10 | 9.9 quarters |
| Time Held All | 9 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31