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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.81M
3
+$2.22M
4
UNP icon
Union Pacific
UNP
+$2.04M
5
NKE icon
Nike
NKE
+$1.08M

Top Sells

1
+$4.51M
2
+$1M
3
+$974K
4
SHW icon
Sherwin-Williams
SHW
+$695K
5
LIN icon
Linde
LIN
+$571K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
411
377
$6K ﹤0.01%
119
378
$6K ﹤0.01%
+150
379
$5K ﹤0.01%
+40
380
$5K ﹤0.01%
150
381
$5K ﹤0.01%
+43
382
$5K ﹤0.01%
+180
383
$5K ﹤0.01%
70
384
$5K ﹤0.01%
+40
385
$5K ﹤0.01%
101
386
$5K ﹤0.01%
139
387
$5K ﹤0.01%
+31
388
$4K ﹤0.01%
+30
389
$4K ﹤0.01%
+35
390
$4K ﹤0.01%
60
391
$4K ﹤0.01%
+40
392
$4K ﹤0.01%
+65
393
$3K ﹤0.01%
+32
394
$3K ﹤0.01%
+6
395
$3K ﹤0.01%
80
396
$3K ﹤0.01%
+70
397
$3K ﹤0.01%
+36
398
$3K ﹤0.01%
+47
399
$3K ﹤0.01%
15
400
$3K ﹤0.01%
+27
14 15
16
17 18