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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.7M 1.84%
160,586
+7,705
27
$20.6M 1.83%
90,320
-623
28
$20.4M 1.81%
101,211
+3,650
29
$20.1M 1.78%
430,815
+21,619
30
$20M 1.78%
133,410
+3,680
31
$19.7M 1.75%
97,186
+4,920
32
$19.5M 1.73%
123,406
-888
33
$19.2M 1.71%
511,598
+29,767
34
$18.7M 1.66%
113,882
+9,681
35
$18.6M 1.65%
212,884
+12,329
36
$18.5M 1.65%
86,429
+85,188
37
$18.3M 1.63%
367,738
+13,604
38
$18.1M 1.61%
144,130
+155
39
$16.4M 1.46%
50,033
+49,898
40
$14M 1.24%
132,638
-6,051
41
$11.6M 1.03%
47,076
+678
42
$11.3M 1%
73,662
+1,784
43
$10.6M 0.94%
28,312
-1,510
44
$10.4M 0.93%
+57,590
45
$8.84M 0.79%
55,291
-2,144
46
$5.75M 0.51%
37,595
-54,308
47
$3.17M 0.28%
87,366
-1,116
48
$3.04M 0.27%
22,464
-2,008
49
$2.76M 0.25%
10,804
-2,201
50
$2.49M 0.22%
19,460
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