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
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.64M
3
+$1.91M
4
ALLE icon
Allegion
ALLE
+$1.85M
5
CCI icon
Crown Castle
CCI
+$1.7M

Top Sells

1
+$10.3M
2
+$7.37M
3
+$6.41M
4
ECL icon
Ecolab
ECL
+$5.68M
5
ABBV icon
AbbVie
ABBV
+$1.98M

Sector Composition

1 Technology 18.61%
2 Healthcare 16.3%
3 Financials 12.04%
4 Industrials 9.81%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$56K ﹤0.01%
532
+174
277
$54K ﹤0.01%
222
278
$54K ﹤0.01%
2,130
+900
279
$54K ﹤0.01%
224
+195
280
$54K ﹤0.01%
613
281
$54K ﹤0.01%
1,200
282
$54K ﹤0.01%
291
+68
283
$53K ﹤0.01%
+600
284
$53K ﹤0.01%
521
285
$52K ﹤0.01%
1,988
286
$52K ﹤0.01%
664
287
$50K ﹤0.01%
558
288
$50K ﹤0.01%
+773
289
$50K ﹤0.01%
734
290
$49K ﹤0.01%
773
291
$49K ﹤0.01%
701
292
$49K ﹤0.01%
700
293
$49K ﹤0.01%
382
-11
294
$48K ﹤0.01%
250
295
$48K ﹤0.01%
700
296
$48K ﹤0.01%
459
297
$47K ﹤0.01%
+116
298
$47K ﹤0.01%
1,250
+1,000
299
$47K ﹤0.01%
293
300
$46K ﹤0.01%
660
10 11
12
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