VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
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
667
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.1M
3
+$6.24M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.86M
5
HD icon
Home Depot
HD
+$1.6M

Top Sells

1
+$16.2M
2
+$3.91M
3
+$2.68M
4
UNH icon
UnitedHealth
UNH
+$1.46M
5
ILMN icon
Illumina
ILMN
+$1.22M

Sector Composition

1 Healthcare 18.57%
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
526
$2K ﹤0.01%
+51
527
$1K ﹤0.01%
+100
528
$1K ﹤0.01%
+28
529
$1K ﹤0.01%
22
530
$1K ﹤0.01%
83
531
– –
-174
532
– –
-40
533
– –
-500
534
– –
-27
535
– –
-2,380
536
– –
-500
537
– –
-161
538
– –
-160
539
– –
-40
540
– –
-582
541
– –
-32
542
– –
-50
543
– –
-97
544
– –
-773
545
– –
-96
546
– –
-22
547
– –
-1,506
548
– –
-1,000
549
– –
-99
550
– –
-205
20 21
22
23 24