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
$353M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.21M
3
+$2.05M
4
T icon
AT&T
T
+$1.62M
5
CB
CHUBB CORPORATION
CB
+$1.56M

Top Sells

1
+$7.71M
2
+$5.35M
3
+$4.47M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.13M
5
AAPL icon
Apple
AAPL
+$401K

Sector Composition

1 Healthcare 13.94%
2 Energy 11.23%
3 Technology 9.35%
4 Materials 6.56%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.79M 1.64%
72,857
+18,165
27
$5.77M 1.63%
64,633
+17,510
28
$5.75M 1.63%
64,156
+3,471
29
$5.73M 1.62%
25,196
+633
30
$5.58M 1.58%
124,837
+49,387
31
$5.47M 1.55%
353,980
+132,900
32
$5.42M 1.53%
250,056
+16,815
33
$5.2M 1.47%
143,210
-1,520
34
$5.2M 1.47%
60,442
+1,175
35
$5.15M 1.46%
125,040
+9,030
36
$5.09M 1.44%
153,518
+74,343
37
$5.07M 1.44%
59,577
+2,030
38
$4.92M 1.39%
58,565
+5,665
39
$4.9M 1.39%
207,667
+1,370
40
$4.83M 1.37%
150,300
+15,366
41
$4.8M 1.36%
98,490
+1,730
42
$4.75M 1.34%
69,135
-1,674
43
$4.43M 1.25%
102,272
+2,085
44
$4.01M 1.14%
70,715
+3,935
45
$3.57M 1.01%
521,328
-9,450
46
$2.77M 0.78%
34,840
+285
47
$2.58M 0.73%
34,087
-755
48
$2.38M 0.67%
92,378
+802
49
$2.05M 0.58%
74,583
50
$1.94M 0.55%
71,094
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