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
$500M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.26M
3
+$4.11M
4
ALLE icon
Allegion
ALLE
+$2.89M
5
NKE icon
Nike
NKE
+$1.96M

Top Sells

1
+$7.35M
2
+$6.83M
3
+$5.89M
4
NVS icon
Novartis
NVS
+$5.16M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$3.88M

Sector Composition

1 Technology 12.62%
2 Healthcare 10.21%
3 Consumer Staples 6.75%
4 Financials 6.23%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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254
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-80
255
– –
-81,335
256
– –
-31,667
257
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-120
7 8 9 10
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