VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
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
+$18.9M
2
+$17.2M
3
+$1.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M
5
LHX icon
L3Harris
LHX
+$1.62M

Top Sells

1
+$11.8M
2
+$4.38M
3
+$1.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.56M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.52M

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%
+120
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%
+99
307
$4K ﹤0.01%
+145
308
$4K ﹤0.01%
240
309
$4K ﹤0.01%
31
310
$4K ﹤0.01%
21
-21
311
$4K ﹤0.01%
+25
312
$4K ﹤0.01%
+30
313
$3K ﹤0.01%
+25
314
$3K ﹤0.01%
+50
315
$3K ﹤0.01%
+80
316
$3K ﹤0.01%
11
317
$2K ﹤0.01%
+25
318
$2K ﹤0.01%
+120
319
$2K ﹤0.01%
2,503
320
$1K ﹤0.01%
+22
321
– –
-1,500
322
– –
-210
323
– –
-196
324
– –
-247
325
– –
-340
11 12
13
14 15