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
$863M
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$8.26M
4
EOG icon
EOG Resources
EOG
+$3.6M
5
HD icon
Home Depot
HD
+$2.68M

Top Sells

1
+$5.73M
2
+$2.55M
3
+$2.5M
4
COP icon
ConocoPhillips
COP
+$2.32M
5
ALLE icon
Allegion
ALLE
+$1.78M

Sector Composition

1 Technology 18.08%
2 Financials 14.64%
3 Healthcare 12.76%
4 Industrials 12.35%
5 Consumer Discretionary 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$64K 0.01%
990
252
$63K 0.01%
522
253
$61K 0.01%
+546
254
$61K 0.01%
1,280
255
$60K 0.01%
479
+149
256
$59K 0.01%
1,988
257
$59K 0.01%
+500
258
$57K 0.01%
+840
259
$57K 0.01%
634
260
$56K 0.01%
307
+54
261
$55K 0.01%
+186
262
$54K 0.01%
+3,000
263
$54K 0.01%
+632
264
$53K 0.01%
+500
265
$53K 0.01%
+200
266
$53K 0.01%
600
267
$52K 0.01%
+500
268
$52K 0.01%
+150
269
$52K 0.01%
+938
270
$51K 0.01%
640
271
$50K 0.01%
987
+576
272
$50K 0.01%
+1,000
273
$50K 0.01%
300
274
$50K 0.01%
586
+454
275
$50K 0.01%
+237
9 10
11
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