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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.01%
300
+32
227
$71K 0.01%
700
228
$71K 0.01%
1,350
-50
229
$70K 0.01%
1,044
+843
230
$70K 0.01%
2,175
+175
231
$69K 0.01%
1,988
232
$69K 0.01%
1,602
233
$68K 0.01%
+653
234
$65K 0.01%
2,000
235
$65K 0.01%
+3,591
236
$64K 0.01%
1,218
237
$63K 0.01%
+1,675
238
$63K 0.01%
644
-45
239
$63K 0.01%
2,330
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240
$62K 0.01%
2,832
-613
241
$62K 0.01%
+1,363
242
$61K ﹤0.01%
393
243
$60K ﹤0.01%
1,235
244
$60K ﹤0.01%
700
245
$60K ﹤0.01%
5,000
246
$60K ﹤0.01%
2,355
-590
247
$58K ﹤0.01%
+2,056
248
$57K ﹤0.01%
2,185
+175
249
$55K ﹤0.01%
226
250
$54K ﹤0.01%
226
8 9
10
11 12