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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K ﹤0.01%
358
252
$36K ﹤0.01%
582
253
$35K ﹤0.01%
+1,300
254
$35K ﹤0.01%
+2,214
255
$34K ﹤0.01%
+1,115
256
$34K ﹤0.01%
172
-570
257
$33K ﹤0.01%
2,000
258
$32K ﹤0.01%
300
-1,080
259
$31K ﹤0.01%
225
260
$30K ﹤0.01%
165
261
$30K ﹤0.01%
500
262
$29K ﹤0.01%
1,380
+100
263
$29K ﹤0.01%
+398
264
$29K ﹤0.01%
400
265
$28K ﹤0.01%
1,100
266
$28K ﹤0.01%
200
267
$28K ﹤0.01%
+319
268
$28K ﹤0.01%
264
-150
269
$28K ﹤0.01%
910
-740
270
$27K ﹤0.01%
90
271
$27K ﹤0.01%
151
272
$27K ﹤0.01%
+366
273
$26K ﹤0.01%
379
274
$25K ﹤0.01%
+459
275
$25K ﹤0.01%
+1,005
9 10
11
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