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
$822M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$2.18M
4
CB icon
Chubb
CB
+$2.05M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$10.3M
4
AUB icon
Atlantic Union Bankshares
AUB
+$7.93M
5
COP icon
ConocoPhillips
COP
+$7.9M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.5%
3 Consumer Discretionary 12.07%
4 Industrials 9.94%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K ﹤0.01%
105
277
$10K ﹤0.01%
116
+39
278
$10K ﹤0.01%
+129
279
$10K ﹤0.01%
+114
280
$9K ﹤0.01%
+42
281
$9K ﹤0.01%
200
282
$9K ﹤0.01%
+28
283
$9K ﹤0.01%
200
284
$8K ﹤0.01%
1,250
285
$7K ﹤0.01%
+81
286
$7K ﹤0.01%
585
287
$6K ﹤0.01%
+50
288
$6K ﹤0.01%
210
-65
289
$6K ﹤0.01%
83
290
$6K ﹤0.01%
165
-465
291
$6K ﹤0.01%
+46
292
$6K ﹤0.01%
1,703
293
$5K ﹤0.01%
100
294
$5K ﹤0.01%
1,099
295
$4K ﹤0.01%
+31
296
$4K ﹤0.01%
+34
297
$4K ﹤0.01%
+75
298
$4K ﹤0.01%
+152
299
$3K ﹤0.01%
45
300
$3K ﹤0.01%
+22
10 11
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