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
$552M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.12M
3
+$3.14M
4
DG icon
Dollar General
DG
+$2.07M
5
USB icon
US Bancorp
USB
+$1.89M

Top Sells

1
+$2.03M
2
+$1.6M
3
+$1.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.17M
5
BHC icon
Bausch Health
BHC
+$1.04M

Sector Composition

1 Healthcare 15.46%
2 Technology 10.51%
3 Energy 6.28%
4 Financials 5.83%
5 Materials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
+600
252
$12K ﹤0.01%
286
253
$11K ﹤0.01%
136
254
$11K ﹤0.01%
453
-1
255
$10K ﹤0.01%
+672
256
$10K ﹤0.01%
400
257
$10K ﹤0.01%
489
-2,406
258
$9K ﹤0.01%
200
259
$9K ﹤0.01%
51
260
$9K ﹤0.01%
200
261
$8K ﹤0.01%
150
-300
262
$8K ﹤0.01%
+220
263
$7K ﹤0.01%
130
264
$7K ﹤0.01%
65
265
$7K ﹤0.01%
108
266
$7K ﹤0.01%
300
267
$6K ﹤0.01%
130
268
$5K ﹤0.01%
+70
269
$5K ﹤0.01%
103
270
$4K ﹤0.01%
50
271
$4K ﹤0.01%
52
272
$4K ﹤0.01%
+170
273
$3K ﹤0.01%
+56
274
$3K ﹤0.01%
+110
275
$3K ﹤0.01%
100
8 9 10
11
12