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
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.64M
3
+$1.91M
4
ALLE icon
Allegion
ALLE
+$1.85M
5
CCI icon
Crown Castle
CCI
+$1.7M

Top Sells

1
+$10.3M
2
+$7.37M
3
+$6.41M
4
ECL icon
Ecolab
ECL
+$5.68M
5
ABBV icon
AbbVie
ABBV
+$1.98M

Sector Composition

1 Technology 18.61%
2 Healthcare 16.3%
3 Financials 12.04%
4 Industrials 9.81%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.01%
2,024
227
$107K 0.01%
3,682
-3,995
228
$107K 0.01%
3,717
229
$105K 0.01%
2,005
-2,983
230
$105K 0.01%
253
231
$104K 0.01%
1,880
232
$102K 0.01%
1,895
-1,850
233
$101K 0.01%
766
234
$100K 0.01%
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235
$100K 0.01%
1,641
236
$98K 0.01%
1,250
237
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+4,500
238
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231
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239
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240
$93K 0.01%
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241
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242
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243
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245
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246
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247
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248
$76K 0.01%
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249
$76K 0.01%
360
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250
$76K 0.01%
1,000
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