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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.97%
151,103
-280
27
$14.4M 1.92%
407,135
+730
28
$14.2M 1.89%
152,068
-12,023
29
$14M 1.88%
95,341
+678
30
$14M 1.87%
356,878
+3,945
31
$13.9M 1.86%
142,493
+238
32
$13.7M 1.83%
269,599
+6,185
33
$13.4M 1.79%
544,095
+543,945
34
$13.3M 1.77%
76,257
+2,453
35
$12.9M 1.73%
290,456
-2,315
36
$12.7M 1.69%
306,455
+26,495
37
$12.5M 1.66%
223,235
+3,581
38
$12.1M 1.62%
198,854
+5,366
39
$11.5M 1.54%
434,590
+5,820
40
$9.08M 1.21%
192,389
+15,375
41
$7.75M 1.04%
58,175
-1,445
42
$7.17M 0.96%
65,776
-25,410
43
$4.2M 0.56%
102,276
-3,010
44
$3.07M 0.41%
238,230
+4,665
45
$2.7M 0.36%
29,754
46
$2.41M 0.32%
31,487
+16,503
47
$2.19M 0.29%
19,991
-1,025
48
$1.48M 0.2%
18,035
-235
49
$1.41M 0.19%
19,975
-1,600
50
$1.41M 0.19%
10,098
-450
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