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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.03M 1.56%
78,719
+52
27
$6.95M 1.54%
255,670
+6,898
28
$6.91M 1.53%
52,023
+1,925
29
$6.76M 1.5%
87,629
+85,470
30
$6.67M 1.48%
72,368
-25
31
$6.59M 1.46%
67,031
+135
32
$6.51M 1.45%
50,880
-348
33
$6.49M 1.44%
78,862
-5,774
34
$6.47M 1.44%
64,295
-256
35
$6.47M 1.44%
142,620
+310
36
$6.38M 1.42%
137,790
+4,115
37
$6.33M 1.4%
75,657
+3,440
38
$6.33M 1.4%
116,220
+5,195
39
$6.24M 1.39%
104,149
+3,475
40
$6.1M 1.35%
66,545
+1,035
41
$5.65M 1.25%
104,133
+5,793
42
$5.27M 1.17%
135,960
+1,230
43
$5.14M 1.14%
63,387
-3,455
44
$5.04M 1.12%
195,512
+9,166
45
$4.96M 1.1%
361,660
+76,560
46
$3.68M 0.82%
118,746
+14,630
47
$3.46M 0.77%
104,566
+3,061
48
$3.45M 0.77%
433,638
-7,920
49
$3.32M 0.74%
73,670
+2,035
50
$2.6M 0.58%
33,062
+90
1
2
3 4 5