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
326
$6K ﹤0.01%
411
327
$6K ﹤0.01%
100
328
$6K ﹤0.01%
+172
329
$5K ﹤0.01%
35
330
$5K ﹤0.01%
60
331
$5K ﹤0.01%
+119
332
$5K ﹤0.01%
70
333
$5K ﹤0.01%
+101
334
$4K ﹤0.01%
+150
335
$4K ﹤0.01%
30
336
$4K ﹤0.01%
39
-90
337
$4K ﹤0.01%
+139
338
$3K ﹤0.01%
15
-200
339
$3K ﹤0.01%
80
340
$3K ﹤0.01%
+150
341
$3K ﹤0.01%
+69
342
$3K ﹤0.01%
+8
343
$2K ﹤0.01%
+60
344
$2K ﹤0.01%
+9
345
$2K ﹤0.01%
+6
346
$2K ﹤0.01%
22
347
– –
-355
348
– –
-31
349
– –
-1,500
350
– –
-3,141
12 13
14
15 16