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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
112
-100
252
$8K ﹤0.01%
142
253
$8K ﹤0.01%
+211
254
$8K ﹤0.01%
130
255
$8K ﹤0.01%
+182
256
$8K ﹤0.01%
130
257
$7K ﹤0.01%
200
+100
258
$7K ﹤0.01%
63
-69
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$7K ﹤0.01%
99
260
$4K ﹤0.01%
50
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$4K ﹤0.01%
80
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$3K ﹤0.01%
30
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$2K ﹤0.01%
+28
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$2K ﹤0.01%
200
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$1K ﹤0.01%
50
266
$1K ﹤0.01%
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