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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K ﹤0.01%
266
327
$12K ﹤0.01%
260
+60
328
$11K ﹤0.01%
+40
329
$11K ﹤0.01%
+176
330
$10K ﹤0.01%
196
-2,004
331
$10K ﹤0.01%
+283
332
$10K ﹤0.01%
60
+19
333
$8K ﹤0.01%
50
334
$8K ﹤0.01%
200
335
$8K ﹤0.01%
200
336
$8K ﹤0.01%
+1,099
337
$8K ﹤0.01%
+140
338
$7K ﹤0.01%
100
-30
339
$6K ﹤0.01%
+412
340
$6K ﹤0.01%
+114
341
$6K ﹤0.01%
83
342
$6K ﹤0.01%
+43
343
$6K ﹤0.01%
107
+42
344
$6K ﹤0.01%
240
345
$5K ﹤0.01%
30
346
$5K ﹤0.01%
+48
347
$5K ﹤0.01%
100
-1,275
348
$5K ﹤0.01%
+64
349
$5K ﹤0.01%
+19
350
$4K ﹤0.01%
+19
12 13
14
15 16