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
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.64M
3
+$1.91M
4
ALLE icon
Allegion
ALLE
+$1.85M
5
CCI icon
Crown Castle
CCI
+$1.7M

Top Sells

1
+$10.3M
2
+$7.37M
3
+$6.41M
4
ECL icon
Ecolab
ECL
+$5.68M
5
ABBV icon
AbbVie
ABBV
+$1.98M

Sector Composition

1 Technology 18.61%
2 Healthcare 16.3%
3 Financials 12.04%
4 Industrials 9.81%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K ﹤0.01%
+1,006
352
$25K ﹤0.01%
110
353
$25K ﹤0.01%
100
354
$24K ﹤0.01%
150
355
$24K ﹤0.01%
343
356
$24K ﹤0.01%
166
357
$24K ﹤0.01%
654
-266
358
$24K ﹤0.01%
56
359
$24K ﹤0.01%
+1,000
360
$23K ﹤0.01%
114
361
$23K ﹤0.01%
90
-224
362
$23K ﹤0.01%
+491
363
$23K ﹤0.01%
+3,300
364
$22K ﹤0.01%
359
-648
365
$22K ﹤0.01%
1,000
366
$22K ﹤0.01%
180
367
$21K ﹤0.01%
137
368
$21K ﹤0.01%
+300
369
$20K ﹤0.01%
+4,303
370
$20K ﹤0.01%
124
371
$19K ﹤0.01%
64
372
$19K ﹤0.01%
159
373
$19K ﹤0.01%
312
374
$19K ﹤0.01%
108
375
$19K ﹤0.01%
375
13 14
15
16 17