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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K ﹤0.01%
400
227
$18K ﹤0.01%
155
228
$18K ﹤0.01%
689
229
$17K ﹤0.01%
260
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$17K ﹤0.01%
344
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$17K ﹤0.01%
408
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$16K ﹤0.01%
117
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$15K ﹤0.01%
85
234
$15K ﹤0.01%
5,000
235
$15K ﹤0.01%
375
236
$14K ﹤0.01%
100
237
$13K ﹤0.01%
125
238
$12K ﹤0.01%
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$12K ﹤0.01%
176
240
$12K ﹤0.01%
286
241
$12K ﹤0.01%
200
242
$12K ﹤0.01%
+100
243
$11K ﹤0.01%
43
244
$10K ﹤0.01%
288
245
$10K ﹤0.01%
284
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$10K ﹤0.01%
500
247
$10K ﹤0.01%
151
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$10K ﹤0.01%
575
-335
249
$9K ﹤0.01%
49
250
$9K ﹤0.01%
278
-169
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