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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$8.68M
3
+$8.67M
4
V icon
Visa
V
+$7.91M
5
BR icon
Broadridge
BR
+$7.54M

Top Sells

1
+$18.5M
2
+$14.3M
3
+$13.7M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$4.96M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K ﹤0.01%
114
277
$10K ﹤0.01%
100
278
$10K ﹤0.01%
+75
279
$9K ﹤0.01%
+97
280
$9K ﹤0.01%
+105
281
$9K ﹤0.01%
+55
282
$9K ﹤0.01%
+59
283
$9K ﹤0.01%
148
284
$8K ﹤0.01%
105
285
$8K ﹤0.01%
41
-159
286
$7K ﹤0.01%
200
287
$7K ﹤0.01%
+400
288
$7K ﹤0.01%
200
289
$7K ﹤0.01%
100
-486
290
$7K ﹤0.01%
70
291
$7K ﹤0.01%
+585
292
$6K ﹤0.01%
1,250
293
$6K ﹤0.01%
275
-1,001
294
$6K ﹤0.01%
77
-1,157
295
$6K ﹤0.01%
+45
296
$6K ﹤0.01%
200
297
$6K ﹤0.01%
1,099
298
$6K ﹤0.01%
1,703
299
$5K ﹤0.01%
59
300
$4K ﹤0.01%
100
10 11
12
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