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
426
$10K ﹤0.01%
32
427
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-14
428
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36
429
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+205
430
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50
431
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760
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$9K ﹤0.01%
+85
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$9K ﹤0.01%
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434
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435
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436
$9K ﹤0.01%
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437
$9K ﹤0.01%
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438
$9K ﹤0.01%
+2,000
439
$9K ﹤0.01%
+163
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$9K ﹤0.01%
18
441
$9K ﹤0.01%
2
442
$9K ﹤0.01%
50
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+104
444
$9K ﹤0.01%
309
445
$9K ﹤0.01%
+70
446
$9K ﹤0.01%
175
-1,043
447
$8K ﹤0.01%
95
448
$8K ﹤0.01%
80
449
$8K ﹤0.01%
97
450
$8K ﹤0.01%
300
16 17
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