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
$1.16B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$16.8M
3
+$5.44M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.77M
5
HD icon
Home Depot
HD
+$1.48M

Top Sells

1
+$13.5M
2
+$3.63M
3
+$2.29M
4
UNH icon
UnitedHealth
UNH
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.1M

Sector Composition

1 Healthcare 18.56%
2 Technology 17.01%
3 Industrials 11.35%
4 Financials 10.47%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.4M 1.84%
148,094
+8,979
27
$21.1M 1.82%
94,376
+2,550
28
$21M 1.81%
257,364
+10,302
29
$20M 1.73%
135,110
-277
30
$19.9M 1.71%
41,738
+1,063
31
$19.6M 1.69%
135,167
+3,901
32
$19M 1.64%
109,849
+97,309
33
$18.9M 1.63%
63,702
+1,825
34
$18.6M 1.6%
181,513
+5,425
35
$17.5M 1.51%
178,565
+6,704
36
$17.1M 1.47%
78,611
+78,563
37
$14.9M 1.29%
304,291
+6,669
38
$14.3M 1.23%
133,273
+546
39
$13.6M 1.18%
96,535
+818
40
$12.2M 1.05%
85,528
+4,874
41
$9.7M 0.84%
48,317
+3,164
42
$9.11M 0.79%
54,070
-220
43
$8.93M 0.77%
197,440
+120,257
44
$6.24M 0.54%
40,570
-23,601
45
$5.01M 0.43%
27,945
-4,772
46
$4.43M 0.38%
84,438
-3,279
47
$3.31M 0.29%
78,570
-7,335
48
$3M 0.26%
20,882
-800
49
$2.68M 0.23%
15,078
-1,720
50
$1.83M 0.16%
22,812
1
2
3 4 5