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
$914M
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$2.29M
3
+$1.54M
4
PEP icon
PepsiCo
PEP
+$915K
5
LHX icon
L3Harris
LHX
+$901K

Top Sells

1
+$3.45M
2
+$3.07M
3
+$2.6M
4
NKE icon
Nike
NKE
+$1.29M
5
CHD icon
Church & Dwight Co
CHD
+$800K

Sector Composition

1 Technology 19.52%
2 Healthcare 16.01%
3 Consumer Discretionary 12.04%
4 Industrials 11.31%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K ﹤0.01%
+148
277
$18K ﹤0.01%
400
278
$18K ﹤0.01%
+165
279
$18K ﹤0.01%
+340
280
$17K ﹤0.01%
957
+157
281
$17K ﹤0.01%
80
282
$16K ﹤0.01%
722
+100
283
$16K ﹤0.01%
+58
284
$16K ﹤0.01%
+312
285
$15K ﹤0.01%
50
286
$15K ﹤0.01%
+1,143
287
$15K ﹤0.01%
+1,000
288
$14K ﹤0.01%
+300
289
$14K ﹤0.01%
200
-113
290
$14K ﹤0.01%
100
291
$13K ﹤0.01%
109
292
$13K ﹤0.01%
181
293
$13K ﹤0.01%
500
294
$13K ﹤0.01%
114
295
$13K ﹤0.01%
+134
296
$12K ﹤0.01%
+240
297
$12K ﹤0.01%
157
298
$12K ﹤0.01%
379
-1,600
299
$12K ﹤0.01%
56
-25
300
$12K ﹤0.01%
148
10 11
12
13 14