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
$863M
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$8.26M
4
EOG icon
EOG Resources
EOG
+$3.6M
5
HD icon
Home Depot
HD
+$2.68M

Top Sells

1
+$5.73M
2
+$2.55M
3
+$2.5M
4
COP icon
ConocoPhillips
COP
+$2.32M
5
ALLE icon
Allegion
ALLE
+$1.78M

Sector Composition

1 Technology 18.08%
2 Financials 14.64%
3 Healthcare 12.76%
4 Industrials 12.35%
5 Consumer Discretionary 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37K ﹤0.01%
582
327
$37K ﹤0.01%
1,256
-702
328
$37K ﹤0.01%
700
329
$37K ﹤0.01%
1,161
330
$36K ﹤0.01%
436
331
$36K ﹤0.01%
1,390
-330
332
$35K ﹤0.01%
+280
333
$35K ﹤0.01%
1,340
334
$35K ﹤0.01%
+500
335
$34K ﹤0.01%
318
336
$34K ﹤0.01%
335
337
$33K ﹤0.01%
+560
338
$33K ﹤0.01%
467
339
$33K ﹤0.01%
+367
340
$33K ﹤0.01%
708
341
$33K ﹤0.01%
+554
342
$32K ﹤0.01%
382
-1,574
343
$32K ﹤0.01%
+1,300
344
$32K ﹤0.01%
+1,860
345
$31K ﹤0.01%
95
+13
346
$31K ﹤0.01%
225
347
$30K ﹤0.01%
398
348
$30K ﹤0.01%
+683
349
$29K ﹤0.01%
740
350
$29K ﹤0.01%
400
12 13
14
15 16