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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.6M
3
+$12.4M
4
HD icon
Home Depot
HD
+$12.3M
5
AZN icon
AstraZeneca
AZN
+$11M

Top Sells

1
+$28.5M
2
+$14.5M
3
+$11.3M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.47M
5
ABT icon
Abbott
ABT
+$1.82M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+200
377
$2K ﹤0.01%
+10
378
$1K ﹤0.01%
+15
379
$1K ﹤0.01%
30
-2,542
380
$1K ﹤0.01%
85
-69
381
$1K ﹤0.01%
+35
382
– –
-92
383
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-72
384
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-215
385
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-3,000
386
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-84
387
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-1,275
388
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-600
389
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-3,960
390
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-80
391
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-600
392
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-1,161
393
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-110
394
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395
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-285
396
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-600
397
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-868
398
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-275
399
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-50
400
– –
-1,675
14 15
16
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