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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
162
-3,200
302
$14K ﹤0.01%
114
303
$13K ﹤0.01%
201
304
$13K ﹤0.01%
250
-2,350
305
$13K ﹤0.01%
60
-150
306
$13K ﹤0.01%
+75
307
$13K ﹤0.01%
134
308
$12K ﹤0.01%
250
+100
309
$11K ﹤0.01%
50
310
$11K ﹤0.01%
+125
311
$10K ﹤0.01%
13
-73
312
$10K ﹤0.01%
+244
313
$9K ﹤0.01%
55
-54
314
$9K ﹤0.01%
200
-200
315
$9K ﹤0.01%
+250
316
$9K ﹤0.01%
150
-5,502
317
$9K ﹤0.01%
200
318
$8K ﹤0.01%
+83
319
$7K ﹤0.01%
100
320
$7K ﹤0.01%
50
321
$7K ﹤0.01%
200
322
$7K ﹤0.01%
120
323
$7K ﹤0.01%
+102
324
$7K ﹤0.01%
32
325
$6K ﹤0.01%
81
11 12
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