VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.6M
3
+$12.4M
4
HD icon
Home Depot
HD
+$12.3M
5
AZN icon
AstraZeneca
AZN
+$11M

Top Sells

1
+$28.5M
2
+$14.5M
3
+$11.3M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.47M
5
ABT icon
Abbott
ABT
+$1.82M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
41
-540
352
$6K ﹤0.01%
475
353
$6K ﹤0.01%
+55
354
$6K ﹤0.01%
50
-115
355
$6K ﹤0.01%
179
-510
356
$6K ﹤0.01%
+220
357
$6K ﹤0.01%
+270
358
$5K ﹤0.01%
70
-264
359
$5K ﹤0.01%
30
-146
360
$5K ﹤0.01%
+75
361
$4K ﹤0.01%
+90
362
$4K ﹤0.01%
+22
363
$4K ﹤0.01%
+150
364
$4K ﹤0.01%
+65
365
$4K ﹤0.01%
25
-50
366
$3K ﹤0.01%
15
-140
367
$3K ﹤0.01%
+280
368
$3K ﹤0.01%
142
-115
369
$3K ﹤0.01%
+45
370
$3K ﹤0.01%
+129
371
$3K ﹤0.01%
35
-290
372
$3K ﹤0.01%
95
-35,215
373
$2K ﹤0.01%
+12
374
$2K ﹤0.01%
+200
375
$2K ﹤0.01%
+10
13 14
15
16 17