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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23K ﹤0.01%
+3,029
302
$23K ﹤0.01%
400
303
$22K ﹤0.01%
200
304
$22K ﹤0.01%
282
305
$22K ﹤0.01%
+398
306
$22K ﹤0.01%
310
307
$21K ﹤0.01%
90
-150
308
$21K ﹤0.01%
959
309
$21K ﹤0.01%
160
310
$20K ﹤0.01%
+250
311
$19K ﹤0.01%
200
-300
312
$19K ﹤0.01%
100
313
$18K ﹤0.01%
206
-186
314
$18K ﹤0.01%
+730
315
$18K ﹤0.01%
1,000
316
$18K ﹤0.01%
100
317
$17K ﹤0.01%
293
-96
318
$17K ﹤0.01%
408
-750
319
$17K ﹤0.01%
183
-250
320
$17K ﹤0.01%
247
321
$17K ﹤0.01%
+96
322
$15K ﹤0.01%
182
323
$15K ﹤0.01%
181
324
$15K ﹤0.01%
130
325
$15K ﹤0.01%
482
11 12
13
14 15