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
$462M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.68M
3
+$6.61M
4
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$5.52M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M

Top Sells

1
+$7.7M
2
+$5.37M
3
+$5.03M
4
HAL icon
Halliburton
HAL
+$934K
5
OXY icon
Occidental Petroleum
OXY
+$603K

Sector Composition

1 Healthcare 14.94%
2 Energy 8.99%
3 Technology 7.93%
4 Consumer Staples 6.11%
5 Financials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
+26
277
$2K ﹤0.01%
+198
278
$2K ﹤0.01%
+36
279
$2K ﹤0.01%
+13
280
$2K ﹤0.01%
18
-37
281
$2K ﹤0.01%
+101
282
$2K ﹤0.01%
+55
283
$2K ﹤0.01%
+25
284
$2K ﹤0.01%
+92
285
$2K ﹤0.01%
+38
286
$2K ﹤0.01%
+14
287
$2K ﹤0.01%
+59
288
$2K ﹤0.01%
+100
289
$1K ﹤0.01%
+23
290
$1K ﹤0.01%
+45
291
$1K ﹤0.01%
+18
292
$1K ﹤0.01%
35
-1,017
293
$1K ﹤0.01%
+27
294
$1K ﹤0.01%
+19
295
$1K ﹤0.01%
+28
296
$1K ﹤0.01%
+20
297
$1K ﹤0.01%
+18
298
$1K ﹤0.01%
+12
299
$1K ﹤0.01%
+24
300
$1K ﹤0.01%
+36
10 11
12
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