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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K ﹤0.01%
110
277
$24K ﹤0.01%
50
-82
278
$24K ﹤0.01%
845
+700
279
$23K ﹤0.01%
952
+2
280
$23K ﹤0.01%
200
-228
281
$23K ﹤0.01%
80
282
$23K ﹤0.01%
200
283
$23K ﹤0.01%
+400
284
$22K ﹤0.01%
+600
285
$22K ﹤0.01%
+1,226
286
$22K ﹤0.01%
55
287
$22K ﹤0.01%
1,000
288
$21K ﹤0.01%
58
289
$21K ﹤0.01%
100
290
$20K ﹤0.01%
240
291
$20K ﹤0.01%
+400
292
$20K ﹤0.01%
150
-167
293
$19K ﹤0.01%
+1,396
294
$19K ﹤0.01%
375
-580
295
$18K ﹤0.01%
181
296
$17K ﹤0.01%
312
297
$17K ﹤0.01%
+130
298
$17K ﹤0.01%
309
299
$16K ﹤0.01%
200
300
$15K ﹤0.01%
1,250
10 11
12
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