VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4.09M
3
+$1.14M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.01M
5
VZ icon
Verizon
VZ
+$1M

Top Sells

1
+$5.83M
2
+$5.6M
3
+$5.57M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.04M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-59
277
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-44
278
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-200
279
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-38,290
280
– –
-45
281
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0
282
– –
-3,000
8 9 10 11
12