VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
+11.6%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$716M
AUM Growth
+$85.7M
(+14%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
27.87%
Holding
508
New
80
Increased
70
Reduced
132
Closed
105
Top Buys
| 1 |
Waste Management
WM
|
+$13.4M |
| 2 |
Microsoft
MSFT
|
+$13.4M |
| 3 |
Atlantic Union Bankshares
AUB
|
+$13.1M |
| 4 |
Home Depot
HD
|
+$12.9M |
| 5 |
AstraZeneca
AZN
|
+$11.3M |
Top Sells
| 1 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$29M |
| 2 |
Dollar General
DG
|
+$14.8M |
| 3 |
Lam Research
LRCX
|
+$12.2M |
| 4 |
iShares Biotechnology ETF
IBB
|
+$3.53M |
| 5 |
Abbott
ABT
|
+$1.95M |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 13.95% |
| 3 | Financials | 13.71% |
| 4 | Industrials | 11.22% |
| 5 | Consumer Discretionary | 9.62% |
