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
$1.04B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$18.6M
3
+$2.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M
5
LHX icon
L3Harris
LHX
+$1.67M

Top Sells

1
+$12.8M
2
+$5.04M
3
+$1.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.64M
5
NKE icon
Nike
NKE
+$1.6M

Sector Composition

1 Technology 21.32%
2 Healthcare 15.96%
3 Consumer Discretionary 10.78%
4 Industrials 10.45%
5 Financials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
50
302
$5K ﹤0.01%
+35
303
$5K ﹤0.01%
+60
304
$5K ﹤0.01%
66
+30
305
$5K ﹤0.01%
+85
306
$4K ﹤0.01%
31
307
$4K ﹤0.01%
21
-21
308
$4K ﹤0.01%
+25
309
$4K ﹤0.01%
+30
310
$4K ﹤0.01%
+99
311
$4K ﹤0.01%
+145
312
$4K ﹤0.01%
240
313
$3K ﹤0.01%
+25
314
$3K ﹤0.01%
+80
315
$3K ﹤0.01%
11
316
$3K ﹤0.01%
+50
317
$2K ﹤0.01%
+1
318
$2K ﹤0.01%
+120
319
$2K ﹤0.01%
2,503
320
$1K ﹤0.01%
+22
321
– –
-330
322
– –
-148
323
– –
-497
324
– –
-3,014
325
– –
-120
11 12
13
14 15