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
$863M
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$8.26M
4
EOG icon
EOG Resources
EOG
+$3.6M
5
HD icon
Home Depot
HD
+$2.68M

Top Sells

1
+$5.73M
2
+$2.55M
3
+$2.5M
4
COP icon
ConocoPhillips
COP
+$2.32M
5
ALLE icon
Allegion
ALLE
+$1.78M

Sector Composition

1 Technology 18.08%
2 Financials 14.64%
3 Healthcare 12.76%
4 Industrials 12.35%
5 Consumer Discretionary 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28K ﹤0.01%
+200
352
$28K ﹤0.01%
940
353
$27K ﹤0.01%
462
354
$27K ﹤0.01%
575
+195
355
$26K ﹤0.01%
450
356
$25K ﹤0.01%
167
357
$25K ﹤0.01%
800
358
$24K ﹤0.01%
425
359
$24K ﹤0.01%
260
-62,114
360
$24K ﹤0.01%
959
361
$24K ﹤0.01%
+500
362
$23K ﹤0.01%
200
363
$23K ﹤0.01%
+120
364
$23K ﹤0.01%
350
365
$23K ﹤0.01%
200
366
$23K ﹤0.01%
+1,000
367
$23K ﹤0.01%
+240
368
$22K ﹤0.01%
357
369
$21K ﹤0.01%
+680
370
$21K ﹤0.01%
200
371
$21K ﹤0.01%
408
372
$21K ﹤0.01%
+388
373
$21K ﹤0.01%
389
374
$21K ﹤0.01%
100
375
$20K ﹤0.01%
75
13 14
15
16 17