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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.91M 1.57%
98,739
-1,420
27
$8.81M 1.55%
140,657
+1,982
28
$8.67M 1.53%
103,249
+729
29
$8.63M 1.52%
300,140
-1,785
30
$8.47M 1.49%
374,736
-3,402
31
$8.41M 1.48%
158,333
-2,605
32
$8.3M 1.46%
51,847
-145
33
$8.25M 1.45%
70,409
+475
34
$7.93M 1.4%
76,468
-4,139
35
$7.85M 1.38%
78,095
+320
36
$7.77M 1.37%
121,425
+5,000
37
$7.62M 1.34%
137,250
+1,540
38
$7.58M 1.33%
64,724
+755
39
$7.58M 1.33%
149,210
+4,858
40
$7.5M 1.32%
195,195
+1,780
41
$7.48M 1.32%
84,558
-345
42
$7.39M 1.3%
271,556
-36,102
43
$7.25M 1.28%
240,777
+4,092
44
$7.21M 1.27%
97,350
-1,455
45
$7.02M 1.24%
+292,193
46
$6.96M 1.23%
52,687
+70
47
$6.09M 1.07%
123,894
+2,030
48
$5.91M 1.04%
53,923
-1,721
49
$5.56M 0.98%
202,854
+1,356
50
$5.19M 0.91%
72,810
-21,489
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