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
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.64M
3
+$1.91M
4
ALLE icon
Allegion
ALLE
+$1.85M
5
CCI icon
Crown Castle
CCI
+$1.7M

Top Sells

1
+$10.3M
2
+$7.37M
3
+$6.41M
4
ECL icon
Ecolab
ECL
+$5.68M
5
ABBV icon
AbbVie
ABBV
+$1.98M

Sector Composition

1 Technology 18.61%
2 Healthcare 16.3%
3 Financials 12.04%
4 Industrials 9.81%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$46K ﹤0.01%
95
302
$46K ﹤0.01%
500
303
$45K ﹤0.01%
800
-279
304
$45K ﹤0.01%
400
305
$45K ﹤0.01%
+300
306
$45K ﹤0.01%
425
307
$44K ﹤0.01%
+800
308
$42K ﹤0.01%
1,953
309
$42K ﹤0.01%
+500
310
$42K ﹤0.01%
660
311
$42K ﹤0.01%
477
-450
312
$41K ﹤0.01%
147
-1,399
313
$40K ﹤0.01%
2,387
314
$40K ﹤0.01%
600
-207
315
$39K ﹤0.01%
500
-127
316
$39K ﹤0.01%
+401
317
$38K ﹤0.01%
452
318
$37K ﹤0.01%
1,000
-675
319
$37K ﹤0.01%
+917
320
$36K ﹤0.01%
+150
321
$34K ﹤0.01%
1,144
322
$34K ﹤0.01%
+701
323
$33K ﹤0.01%
200
324
$33K ﹤0.01%
900
325
$33K ﹤0.01%
1,314
11 12
13
14 15