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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.01%
807
-526
252
$43K 0.01%
1,673
+333
253
$43K 0.01%
1,300
-3,500
254
$43K 0.01%
1,000
255
$42K 0.01%
700
256
$42K 0.01%
850
257
$42K 0.01%
1,540
-172
258
$41K 0.01%
1,430
+110
259
$41K 0.01%
528
260
$40K 0.01%
708
+19
261
$39K 0.01%
500
262
$38K 0.01%
161
-39,225
263
$38K 0.01%
+335
264
$37K ﹤0.01%
500
265
$37K ﹤0.01%
+407
266
$36K ﹤0.01%
+330
267
$36K ﹤0.01%
1,602
+1,332
268
$36K ﹤0.01%
609
269
$36K ﹤0.01%
1,250
270
$35K ﹤0.01%
+1,275
271
$34K ﹤0.01%
582
272
$34K ﹤0.01%
+356
273
$34K ﹤0.01%
700
274
$34K ﹤0.01%
760
275
$34K ﹤0.01%
254
9 10
11
12 13