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
$822M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$2.18M
4
CB icon
Chubb
CB
+$2.05M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$10.3M
4
AUB icon
Atlantic Union Bankshares
AUB
+$7.93M
5
COP icon
ConocoPhillips
COP
+$7.9M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.5%
3 Consumer Discretionary 12.07%
4 Industrials 9.94%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K ﹤0.01%
500
252
$17K ﹤0.01%
100
253
$16K ﹤0.01%
400
254
$16K ﹤0.01%
+400
255
$16K ﹤0.01%
1,070
256
$16K ﹤0.01%
585
+115
257
$15K ﹤0.01%
80
258
$15K ﹤0.01%
200
259
$15K ﹤0.01%
+385
260
$14K ﹤0.01%
81
-119
261
$14K ﹤0.01%
+1,080
262
$13K ﹤0.01%
+109
263
$13K ﹤0.01%
151
-600
264
$13K ﹤0.01%
622
265
$13K ﹤0.01%
200
266
$12K ﹤0.01%
520
-343,835
267
$12K ﹤0.01%
181
268
$12K ﹤0.01%
114
269
$11K ﹤0.01%
+309
270
$11K ﹤0.01%
50
271
$11K ﹤0.01%
196
272
$11K ﹤0.01%
+194
273
$11K ﹤0.01%
70
274
$11K ﹤0.01%
148
275
$10K ﹤0.01%
+157
9 10
11
12 13