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
401
$13K ﹤0.01%
+639
402
$12K ﹤0.01%
269
403
$12K ﹤0.01%
638
404
$12K ﹤0.01%
62
405
$12K ﹤0.01%
204
406
$12K ﹤0.01%
52
407
$12K ﹤0.01%
75
408
$12K ﹤0.01%
1,000
409
$11K ﹤0.01%
132
410
$11K ﹤0.01%
304
411
$11K ﹤0.01%
409
412
$11K ﹤0.01%
93
413
$11K ﹤0.01%
160
414
$11K ﹤0.01%
244
415
$11K ﹤0.01%
176
416
$11K ﹤0.01%
80
417
$11K ﹤0.01%
450
418
$11K ﹤0.01%
48
419
$11K ﹤0.01%
227
420
$11K ﹤0.01%
86
421
$11K ﹤0.01%
+61
422
$11K ﹤0.01%
200
423
$11K ﹤0.01%
113
-21
424
$11K ﹤0.01%
58
425
$10K ﹤0.01%
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15 16
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18 19