VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
+7.25%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$1.34B
AUM Growth
+$106M
(+8.6%)
Cap. Flow
+$25M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
33.71%
Holding
489
New
51
Increased
107
Reduced
83
Closed
35
Top Buys
| 1 |
UnitedHealth
UNH
|
+$2.26M |
| 2 |
Allegion
ALLE
|
+$1.59M |
| 3 |
TSMC
TSM
|
+$1.27M |
| 4 |
Abbott
ABT
|
+$1.26M |
| 5 |
Home Depot
HD
|
+$1.21M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$983K |
| 2 |
Apple
AAPL
|
+$792K |
| 3 |
Intuitive Surgical
ISRG
|
+$478K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$474K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$291K |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Healthcare | 15.19% |
| 3 | Industrials | 12.35% |
| 4 | Financials | 11.52% |
| 5 | Consumer Discretionary | 8.67% |
