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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 1.91%
263,414
+7,046
27
$13.6M 1.9%
130,900
+129,400
28
$13.4M 1.88%
166,556
+1,746
29
$13.4M 1.88%
73,804
+3,578
30
$13.3M 1.85%
94,663
+3,170
31
$13.1M 1.83%
+406,405
32
$13M 1.81%
74,073
+7,396
33
$12.9M 1.8%
193,488
+5,139
34
$12.7M 1.77%
292,771
-17,596
35
$12.6M 1.76%
142,255
+5,620
36
$12.2M 1.71%
219,654
+9,565
37
$11.9M 1.66%
428,770
+83,105
38
$11.3M 1.58%
279,960
+279,160
39
$9.31M 1.3%
39,386
+3,450
40
$9.26M 1.29%
91,186
+3,654
41
$8.06M 1.13%
177,014
+58,356
42
$7.27M 1.02%
59,620
-818
43
$4.24M 0.59%
105,286
-3,001
44
$2.93M 0.41%
233,565
+61,800
45
$2.47M 0.34%
29,754
46
$2.19M 0.31%
21,016
-923
47
$1.48M 0.21%
18,270
-3,545
48
$1.48M 0.21%
+14,165
49
$1.48M 0.21%
10,548
-2,680
50
$1.44M 0.2%
21,575
-138
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2
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