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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.25M
3
+$7.83M
4
V icon
Visa
V
+$6.76M
5
BR icon
Broadridge
BR
+$6.27M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$8.67M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$3.94M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
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$3K ﹤0.01%
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$2K ﹤0.01%
+85
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$2K ﹤0.01%
32
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