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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21K ﹤0.01%
+120
302
$21K ﹤0.01%
+389
303
$21K ﹤0.01%
100
304
$21K ﹤0.01%
170
-173
305
$20K ﹤0.01%
250
306
$20K ﹤0.01%
1,000
307
$19K ﹤0.01%
750
-3,773
308
$18K ﹤0.01%
408
309
$18K ﹤0.01%
310
310
$17K ﹤0.01%
1,320
-999
311
$17K ﹤0.01%
+150
312
$17K ﹤0.01%
181
313
$17K ﹤0.01%
183
314
$17K ﹤0.01%
+75
315
$17K ﹤0.01%
200
-220
316
$16K ﹤0.01%
182
317
$16K ﹤0.01%
+174
318
$15K ﹤0.01%
200
319
$15K ﹤0.01%
200
320
$15K ﹤0.01%
225
321
$15K ﹤0.01%
+183
322
$14K ﹤0.01%
265
-2,519
323
$14K ﹤0.01%
293
324
$14K ﹤0.01%
+512
325
$13K ﹤0.01%
1,250
11 12
13
14 15