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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

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%
475
352
$6K ﹤0.01%
+55
353
$6K ﹤0.01%
50
-115
354
$6K ﹤0.01%
179
-510
355
$6K ﹤0.01%
+220
356
$6K ﹤0.01%
+270
357
$6K ﹤0.01%
41
-540
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%
+129
367
$3K ﹤0.01%
15
-140
368
$3K ﹤0.01%
+280
369
$3K ﹤0.01%
142
-115
370
$3K ﹤0.01%
+45
371
$3K ﹤0.01%
35
-290
372
$3K ﹤0.01%
95
-35,215
373
$2K ﹤0.01%
50
-1,035
374
$2K ﹤0.01%
+12
375
$2K ﹤0.01%
+200
13 14
15
16 17