VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
+4.76%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$749M
AUM Growth
+$32.2M
(+4.5%)
Cap. Flow
-$1.42M
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
28.16%
Holding
501
New
98
Increased
66
Reduced
116
Closed
71
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
+$13.4M |
| 2 |
UnitedHealth
UNH
|
+$1.92M |
| 3 |
Exxon Mobil
XOM
|
+$1.26M |
| 4 |
AbbVie
ABBV
|
+$1.19M |
| 5 |
AstraZeneca
AZN
|
+$1.09M |
Top Sells
| 1 |
Biogen
BIIB
|
+$9.26M |
| 2 |
Diamondback Energy
FANG
|
+$2.77M |
| 3 |
Apple
AAPL
|
+$1.28M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.2M |
| 5 |
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% |
