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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.25M
3
+$7.83M
4
V icon
Visa
V
+$6.76M
5
BR icon
Broadridge
BR
+$6.27M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$8.67M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$3.94M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K ﹤0.01%
500
+207
252
$18K ﹤0.01%
75
253
$17K ﹤0.01%
+73
254
$17K ﹤0.01%
1,340
-1,044,016
255
$17K ﹤0.01%
200
256
$16K ﹤0.01%
+135
257
$16K ﹤0.01%
+69
258
$15K ﹤0.01%
352
-220
259
$15K ﹤0.01%
200
260
$15K ﹤0.01%
450
261
$14K ﹤0.01%
400
262
$14K ﹤0.01%
1,070
+420
263
$13K ﹤0.01%
+80
264
$13K ﹤0.01%
200
265
$13K ﹤0.01%
200
266
$12K ﹤0.01%
+622
267
$12K ﹤0.01%
125
-1,934
268
$12K ﹤0.01%
239
269
$12K ﹤0.01%
470
+300
270
$11K ﹤0.01%
500
271
$10K ﹤0.01%
50
272
$10K ﹤0.01%
200
-150
273
$10K ﹤0.01%
196
274
$10K ﹤0.01%
181
275
$10K ﹤0.01%
+75
9 10
11
12 13