VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.79M
3
+$5.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.72M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.38M

Top Sells

1
+$9.64M
2
+$8.83M
3
+$8.13M
4
JBL icon
Jabil
JBL
+$4.02M
5
CAT icon
Caterpillar
CAT
+$1.72M

Sector Composition

1 Healthcare 14.64%
2 Energy 9.58%
3 Technology 7.61%
4 Materials 6.28%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K ﹤0.01%
+380
227
$16K ﹤0.01%
+200
228
$13K ﹤0.01%
+325
229
$13K ﹤0.01%
307
-744
230
$13K ﹤0.01%
735
-227,301
231
$12K ﹤0.01%
200
232
$12K ﹤0.01%
+475
233
$11K ﹤0.01%
132
234
$10K ﹤0.01%
442
-13
235
$9K ﹤0.01%
297
236
$8K ﹤0.01%
50
-233
237
$8K ﹤0.01%
200
238
$7K ﹤0.01%
+60
239
$7K ﹤0.01%
750
-6,000
240
$7K ﹤0.01%
325
-875
241
$7K ﹤0.01%
109
242
$6K ﹤0.01%
+276
243
$6K ﹤0.01%
130
244
$5K ﹤0.01%
+55
245
$5K ﹤0.01%
130
246
$5K ﹤0.01%
+142
247
$5K ﹤0.01%
100
248
$4K ﹤0.01%
41
-662
249
$4K ﹤0.01%
+58
250
$4K ﹤0.01%
+61
8 9
10
11 12