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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57K 0.01%
+700
227
$56K 0.01%
500
228
$55K ﹤0.01%
253
229
$55K ﹤0.01%
225
-900
230
$55K ﹤0.01%
3,000
231
$54K ﹤0.01%
+2,000
232
$53K ﹤0.01%
2,010
233
$52K ﹤0.01%
627
234
$49K ﹤0.01%
664
235
$48K ﹤0.01%
226
+16
236
$47K ﹤0.01%
610
237
$47K ﹤0.01%
807
238
$46K ﹤0.01%
1,161
239
$46K ﹤0.01%
271
-650
240
$45K ﹤0.01%
226
241
$45K ﹤0.01%
630
242
$44K ﹤0.01%
947
+158
243
$44K ﹤0.01%
400
-240
244
$44K ﹤0.01%
+1,000
245
$42K ﹤0.01%
700
246
$42K ﹤0.01%
800
247
$41K ﹤0.01%
+300
248
$41K ﹤0.01%
1,510
+100
249
$39K ﹤0.01%
+2,048
250
$39K ﹤0.01%
1,250
8 9
10
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