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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
$760M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.54%
2 Healthcare 7.79%
3 Consumer Staples 7.57%
4 Consumer Discretionary 7.11%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-200
402
-500
403
-65
404
-640
405
-33
406
-130
407
-300
408
-2,630
409
-221
410
-1,900
411
-2,000
412
-500
413
-600
414
-320
415
-52
416
-212,574