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
$822M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$2.18M
4
CB icon
Chubb
CB
+$2.05M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$10.3M
4
AUB icon
Atlantic Union Bankshares
AUB
+$7.93M
5
COP icon
ConocoPhillips
COP
+$7.9M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.5%
3 Consumer Discretionary 12.07%
4 Industrials 9.94%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K ﹤0.01%
582
227
$33K ﹤0.01%
200
-140
228
$32K ﹤0.01%
225
229
$31K ﹤0.01%
534
-300
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$30K ﹤0.01%
200
231
$30K ﹤0.01%
2,000
-1,000
232
$29K ﹤0.01%
1,086
233
$28K ﹤0.01%
+348
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$28K ﹤0.01%
550
235
$27K ﹤0.01%
135
236
$27K ﹤0.01%
310
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$27K ﹤0.01%
+187
238
$26K ﹤0.01%
1,115
-345
239
$26K ﹤0.01%
151
240
$25K ﹤0.01%
75
241
$25K ﹤0.01%
955
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242
$23K ﹤0.01%
959
243
$22K ﹤0.01%
+379
244
$22K ﹤0.01%
125
245
$21K ﹤0.01%
330
246
$20K ﹤0.01%
69
247
$19K ﹤0.01%
800
-1,212
248
$19K ﹤0.01%
93
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249
$19K ﹤0.01%
313
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250
$17K ﹤0.01%
200
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