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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.89M
3
+$1.28M
4
XOM icon
Exxon Mobil
XOM
+$1.28M
5
AZN icon
AstraZeneca
AZN
+$1.04M

Top Sells

1
+$9.06M
2
+$2.65M
3
+$1.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
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%
+92
352
$3K ﹤0.01%
95
353
$3K ﹤0.01%
15
354
$3K ﹤0.01%
+32
355
$3K ﹤0.01%
142
356
$3K ﹤0.01%
+16
357
$2K ﹤0.01%
+45
358
$2K ﹤0.01%
+57
359
$2K ﹤0.01%
+36
360
$2K ﹤0.01%
+15
361
$2K ﹤0.01%
+37
362
$2K ﹤0.01%
+180
363
$2K ﹤0.01%
+28
364
$1K ﹤0.01%
+32
365
$1K ﹤0.01%
+25
366
$1K ﹤0.01%
+6
367
$1K ﹤0.01%
+16
368
$1K ﹤0.01%
+91
369
$1K ﹤0.01%
+36
370
$1K ﹤0.01%
85
371
$1K ﹤0.01%
+4
372
$1K ﹤0.01%
28
-755
373
$1K ﹤0.01%
+422
374
$1K ﹤0.01%
+21
375
$1K ﹤0.01%
+160
13 14
15
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