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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57K 0.01%
1,200
227
$57K 0.01%
1,280
-1,000
228
$55K 0.01%
1,761
-38,689
229
$53K 0.01%
+1,713
230
$53K 0.01%
1,553
-4,276
231
$52K 0.01%
500
232
$51K 0.01%
3,300
233
$50K 0.01%
260
-1,428
234
$49K 0.01%
300
235
$49K 0.01%
640
-354
236
$49K 0.01%
752
-3,404
237
$48K 0.01%
+1,000
238
$48K 0.01%
1,469
-47
239
$48K 0.01%
5,000
240
$48K 0.01%
+2,830
241
$47K 0.01%
350
242
$47K 0.01%
+3,908
243
$46K 0.01%
1,675
-2,020
244
$46K 0.01%
1,712
+172
245
$45K 0.01%
503
246
$44K 0.01%
400
247
$44K 0.01%
283
-435
248
$43K 0.01%
850
249
$43K 0.01%
101
-578
250
$43K 0.01%
1,000
8 9
10
11 12