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
$552M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.12M
3
+$3.14M
4
DG icon
Dollar General
DG
+$2.07M
5
USB icon
US Bancorp
USB
+$1.89M

Top Sells

1
+$2.03M
2
+$1.6M
3
+$1.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.17M
5
BHC icon
Bausch Health
BHC
+$1.04M

Sector Composition

1 Healthcare 15.46%
2 Technology 10.51%
3 Energy 6.28%
4 Financials 5.83%
5 Materials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K ﹤0.01%
253
227
$20K ﹤0.01%
292
228
$20K ﹤0.01%
+1,085
229
$20K ﹤0.01%
+870
230
$20K ﹤0.01%
+570
231
$20K ﹤0.01%
200
232
$19K ﹤0.01%
434
233
$18K ﹤0.01%
300
-1,019
234
$18K ﹤0.01%
411
235
$18K ﹤0.01%
+931
236
$18K ﹤0.01%
689
237
$17K ﹤0.01%
+220
238
$17K ﹤0.01%
200
-798
239
$16K ﹤0.01%
200
240
$15K ﹤0.01%
165
-105
241
$15K ﹤0.01%
350
-610
242
$15K ﹤0.01%
110
243
$15K ﹤0.01%
380
244
$15K ﹤0.01%
+165
245
$14K ﹤0.01%
+280
246
$14K ﹤0.01%
101
247
$14K ﹤0.01%
206
248
$13K ﹤0.01%
750
249
$13K ﹤0.01%
123
250
$13K ﹤0.01%
500
8 9
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