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
$500M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$6.74M
3 +$6.7M
4
FRC
First Republic Bank
FRC
+$4.88M
5
DG icon
Dollar General
DG
+$1.61M

Sector Composition

1 Healthcare 14.53%
2 Technology 11.92%
3 Financials 6.67%
4 Consumer Discretionary 4.87%
5 Energy 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-220
302
-110
303
-931
304
-355
305
-520
306
-570
307
-170
308
-380
309
-489
310
-1,000
311
-110
312
-100
313
-635
314
-645
315
-405
316
-28
317
-4
318
-2,445
319
$0 ﹤0.01%
+75
320
-32,323
321
-1,274
322
$0 ﹤0.01%
+100
323
-165