VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
+10.01%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$863M
AUM Growth
+$94.4M
(+12%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
28.07%
Holding
485
New
115
Increased
104
Reduced
65
Closed
19
Top Buys
| 1 |
Church & Dwight Co
CHD
|
+$12.3M |
| 2 |
L3Harris
LHX
|
+$12.2M |
| 3 |
Illumina
ILMN
|
+$8.26M |
| 4 |
EOG Resources
EOG
|
+$3.6M |
| 5 |
Home Depot
HD
|
+$2.68M |
Top Sells
| 1 |
Diamondback Energy
FANG
|
+$5.73M |
| 2 |
UnitedHealth
UNH
|
+$2.55M |
| 3 |
Apple
AAPL
|
+$2.5M |
| 4 |
ConocoPhillips
COP
|
+$2.32M |
| 5 |
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% |
