VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.64M
3
+$1.91M
4
ALLE icon
Allegion
ALLE
+$1.85M
5
CCI icon
Crown Castle
CCI
+$1.7M

Top Sells

1
+$10.3M
2
+$7.37M
3
+$6.41M
4
ECL icon
Ecolab
ECL
+$5.68M
5
ABBV icon
AbbVie
ABBV
+$1.98M

Sector Composition

1 Technology 18.61%
2 Healthcare 16.3%
3 Financials 12.04%
4 Industrials 9.81%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K ﹤0.01%
+179
377
$18K ﹤0.01%
223
378
$17K ﹤0.01%
152
379
$17K ﹤0.01%
391
380
$17K ﹤0.01%
110
381
$17K ﹤0.01%
206
382
$17K ﹤0.01%
49
383
$17K ﹤0.01%
+500
384
$16K ﹤0.01%
770
+665
385
$16K ﹤0.01%
481
386
$16K ﹤0.01%
56
387
$15K ﹤0.01%
60
388
$15K ﹤0.01%
+244
389
$15K ﹤0.01%
233
390
$15K ﹤0.01%
278
391
$15K ﹤0.01%
500
392
$15K ﹤0.01%
45
393
$14K ﹤0.01%
80
394
$14K ﹤0.01%
57
395
$14K ﹤0.01%
+55
396
$14K ﹤0.01%
191
397
$14K ﹤0.01%
33
398
$13K ﹤0.01%
96
399
$13K ﹤0.01%
+150
400
$13K ﹤0.01%
+639
14 15
16
17 18