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
426
$10K ﹤0.01%
159
427
$10K ﹤0.01%
32
428
$10K ﹤0.01%
50
429
$10K ﹤0.01%
760
-356
430
$10K ﹤0.01%
36
431
$10K ﹤0.01%
+205
432
$9K ﹤0.01%
+85
433
$9K ﹤0.01%
+70
434
$9K ﹤0.01%
175
-1,043
435
$9K ﹤0.01%
80
436
$9K ﹤0.01%
79
437
$9K ﹤0.01%
43
438
$9K ﹤0.01%
68
439
$9K ﹤0.01%
213
440
$9K ﹤0.01%
+2,000
441
$9K ﹤0.01%
+163
442
$9K ﹤0.01%
18
443
$9K ﹤0.01%
2
444
$9K ﹤0.01%
50
445
$9K ﹤0.01%
+104
446
$9K ﹤0.01%
309
447
$8K ﹤0.01%
95
448
$8K ﹤0.01%
80
449
$8K ﹤0.01%
97
450
$8K ﹤0.01%
300
16 17
18
19 20