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
451
$8K ﹤0.01%
50
452
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55
-1,340
453
$8K ﹤0.01%
118
454
$8K ﹤0.01%
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455
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196
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456
$8K ﹤0.01%
+62
457
$8K ﹤0.01%
92
458
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75
-143
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$7K ﹤0.01%
73
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84
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+96
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200
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467
$7K ﹤0.01%
+127
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$7K ﹤0.01%
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470
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5
473
$7K ﹤0.01%
211
-521
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$7K ﹤0.01%
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475
$7K ﹤0.01%
27
17 18
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