VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
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
+$7.73M
2
+$7.16M
3
+$6.78M
4
FRC
First Republic Bank
FRC
+$4.87M
5
DG icon
Dollar General
DG
+$1.7M

Top Sells

1
+$7.4M
2
+$5.83M
3
+$5.75M
4
EOG icon
EOG Resources
EOG
+$5.56M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$3.22M

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
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