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
$1.04B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$17.2M
3
+$1.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M
5
LHX icon
L3Harris
LHX
+$1.62M

Top Sells

1
+$11.8M
2
+$4.38M
3
+$1.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.56M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.52M

Sector Composition

1 Technology 21.32%
2 Healthcare 15.96%
3 Consumer Discretionary 10.78%
4 Industrials 10.45%
5 Financials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-349
377
– –
-1,200
378
– –
-693
379
– –
-1,115
380
– –
-1,143
381
– –
-5,485
382
– –
-1,075
383
– –
-96
384
– –
-170
385
– –
-500
386
– –
-1,762
387
– –
-1,385
388
– –
-2,592
389
– –
-100
390
– –
-3,075
391
– –
-17,438
392
– –
-2,097
12 13 14 15
16