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
$863M
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$8.26M
4
EOG icon
EOG Resources
EOG
+$3.6M
5
HD icon
Home Depot
HD
+$2.68M

Top Sells

1
+$5.73M
2
+$2.55M
3
+$2.5M
4
COP icon
ConocoPhillips
COP
+$2.32M
5
ALLE icon
Allegion
ALLE
+$1.78M

Sector Composition

1 Technology 18.08%
2 Financials 14.64%
3 Healthcare 12.76%
4 Industrials 12.35%
5 Consumer Discretionary 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$43K 0.01%
+100
302
$43K 0.01%
+3,000
303
$43K 0.01%
933
304
$42K ﹤0.01%
+2,000
305
$42K ﹤0.01%
1,276
+651
306
$42K ﹤0.01%
+500
307
$42K ﹤0.01%
+150
308
$42K ﹤0.01%
1,540
-7,090
309
$42K ﹤0.01%
5,000
310
$42K ﹤0.01%
+1,480
311
$42K ﹤0.01%
+120
312
$41K ﹤0.01%
+918
313
$41K ﹤0.01%
+338
314
$41K ﹤0.01%
168
315
$40K ﹤0.01%
+1,322
316
$39K ﹤0.01%
+500
317
$39K ﹤0.01%
1,211
-456
318
$39K ﹤0.01%
200
319
$39K ﹤0.01%
+199
320
$38K ﹤0.01%
+137
321
$38K ﹤0.01%
+572
322
$38K ﹤0.01%
+593
323
$38K ﹤0.01%
+500
324
$38K ﹤0.01%
+250
325
$37K ﹤0.01%
431
+110
11 12
13
14 15