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
$523M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$4.98M
3
+$2.41M
4
FSLR icon
First Solar
FSLR
+$2.21M
5
GLD icon
SPDR Gold Trust
GLD
+$1.1M

Top Sells

1
+$9.78M
2
+$1.45M
3
+$628K
4
DG icon
Dollar General
DG
+$497K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$451K

Sector Composition

1 Technology 11.63%
2 Healthcare 9.69%
3 Consumer Staples 6.89%
4 Financials 6.2%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+28
377
$1K ﹤0.01%
+6
378
$1K ﹤0.01%
9
379
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-349
380
– –
-322
381
– –
-225
382
$0 ﹤0.01%
+18
383
– –
-423
384
$0 ﹤0.01%
+4
385
– –
-56
386
– –
-1
387
– –
-440
388
– –
-750
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