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
351
$3K ﹤0.01%
15
352
$3K ﹤0.01%
+32
353
$3K ﹤0.01%
142
354
$3K ﹤0.01%
+16
355
$3K ﹤0.01%
+92
356
$3K ﹤0.01%
95
357
$2K ﹤0.01%
+15
358
$2K ﹤0.01%
+37
359
$2K ﹤0.01%
+180
360
$2K ﹤0.01%
+28
361
$2K ﹤0.01%
+45
362
$2K ﹤0.01%
+57
363
$2K ﹤0.01%
+36
364
$1K ﹤0.01%
+6
365
$1K ﹤0.01%
+6
366
$1K ﹤0.01%
+16
367
$1K ﹤0.01%
+91
368
$1K ﹤0.01%
+36
369
$1K ﹤0.01%
85
370
$1K ﹤0.01%
+4
371
$1K ﹤0.01%
28
-755
372
$1K ﹤0.01%
+422
373
$1K ﹤0.01%
+21
374
$1K ﹤0.01%
+32
375
$1K ﹤0.01%
+25
13 14
15
16 17