VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.6M
3
+$12.4M
4
HD icon
Home Depot
HD
+$12.3M
5
AZN icon
AstraZeneca
AZN
+$11M

Top Sells

1
+$28.5M
2
+$14.5M
3
+$11.3M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.47M
5
ABT icon
Abbott
ABT
+$1.82M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43K 0.01%
400
-258
252
$43K 0.01%
1,000
253
$42K 0.01%
560
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254
$41K 0.01%
700
255
$40K 0.01%
1,340
+598
256
$40K 0.01%
1,320
-350
257
$40K 0.01%
200
258
$40K 0.01%
500
259
$39K 0.01%
+1,191
260
$39K 0.01%
689
261
$38K 0.01%
500
-716
262
$36K 0.01%
500
263
$36K 0.01%
528
264
$36K 0.01%
600
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265
$36K 0.01%
850
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266
$36K 0.01%
140
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267
$36K 0.01%
343
268
$35K ﹤0.01%
1,218
269
$34K ﹤0.01%
127
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270
$34K ﹤0.01%
700
271
$34K ﹤0.01%
600
-689
272
$33K ﹤0.01%
+760
273
$33K ﹤0.01%
436
274
$33K ﹤0.01%
420
275
$33K ﹤0.01%
1,250
9 10
11
12 13