VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
+0.39%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$703M
AUM Growth
-$57.8M
(-7.6%)
Cap. Flow
-$61.8M
Cap. Flow
% of AUM
-8.79%
Top 10 Holdings %
Top 10 Hldgs %
32.88%
Holding
483
New
80
Increased
123
Reduced
110
Closed
68
Top Buys
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$10.6M |
| 2 |
AbbVie
ABBV
|
+$3.46M |
| 3 |
Pfizer
PFE
|
+$2.54M |
| 4 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
+$2.39M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$1.99M |
Top Sells
Sector Composition
| 1 | Technology | 13.9% |
| 2 | Healthcare | 8.96% |
| 3 | Consumer Discretionary | 8.3% |
| 4 | Financials | 7.29% |
| 5 | Consumer Staples | 6.8% |
