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
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.64M
3
+$1.91M
4
ALLE icon
Allegion
ALLE
+$1.85M
5
CCI icon
Crown Castle
CCI
+$1.7M

Top Sells

1
+$10.3M
2
+$7.37M
3
+$6.41M
4
ECL icon
Ecolab
ECL
+$5.68M
5
ABBV icon
AbbVie
ABBV
+$1.98M

Sector Composition

1 Technology 18.61%
2 Healthcare 16.3%
3 Financials 12.04%
4 Industrials 9.81%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$76K 0.01%
990
+500
252
$76K 0.01%
2,905
+575
253
$73K 0.01%
+1,800
254
$73K 0.01%
644
255
$73K 0.01%
530
-604
256
$71K 0.01%
900
+500
257
$71K 0.01%
534
+420
258
$69K 0.01%
1,202
-2,838
259
$67K 0.01%
896
260
$65K 0.01%
32
261
$64K ﹤0.01%
1,658
262
$63K ﹤0.01%
152
+15
263
$62K ﹤0.01%
500
264
$60K ﹤0.01%
124
-1,015
265
$60K ﹤0.01%
370
-432
266
$60K ﹤0.01%
700
267
$59K ﹤0.01%
+2,000
268
$59K ﹤0.01%
216
+151
269
$59K ﹤0.01%
475
+15
270
$58K ﹤0.01%
1,500
271
$57K ﹤0.01%
240
+225
272
$57K ﹤0.01%
1,025
273
$57K ﹤0.01%
143
+130
274
$56K ﹤0.01%
2,887
+1,311
275
$56K ﹤0.01%
613
+450
9 10
11
12 13