VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.19M
3
+$2.1M
4
T icon
AT&T
T
+$1.67M
5
CB
CHUBB CORPORATION
CB
+$1.51M

Top Sells

1
+$7.62M
2
+$5.03M
3
+$4.42M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.1M
5
AAPL icon
Apple
AAPL
+$391K

Sector Composition

1 Healthcare 13.94%
2 Energy 11.23%
3 Technology 9.35%
4 Materials 6.56%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-130
227
– –
-1,412
228
– –
-1,000
229
– –
-1,250
230
– –
-20
231
– –
-2,249
232
– –
-4,300
233
– –
-204
234
– –
-2,200
235
– –
-251
236
– –
-2,200
237
– –
-4,000
238
– –
-240
239
– –
-40
240
– –
-1,800
241
– –
-1
242
– –
-45
243
– –
-230
244
– –
-3,300
245
– –
-99
246
– –
-58
247
– –
-400
248
$0 ﹤0.01%
1
249
– –
-200
250
– –
-11
7 8 9
10
11