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
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.43M
3
+$2M
4
HD icon
Home Depot
HD
+$1.86M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.86M

Top Sells

1
+$10.1M
2
+$7M
3
+$6.83M
4
ECL icon
Ecolab
ECL
+$6.04M
5
ABBV icon
AbbVie
ABBV
+$1.78M

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%
223
377
$18K ﹤0.01%
+179
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%
481
385
$16K ﹤0.01%
56
386
$16K ﹤0.01%
770
+665
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%
134
399
$13K ﹤0.01%
96
400
$13K ﹤0.01%
+150
14 15
16
17 18