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
$1.25B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.7M
3
+$2.21M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
UNP icon
Union Pacific
UNP
+$1.61M

Top Sells

1
+$17.7M
2
+$12M
3
+$2.08M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
ASML icon
ASML
ASML
+$873K

Sector Composition

1 Technology 19.94%
2 Healthcare 15%
3 Financials 12.01%
4 Consumer Discretionary 10.42%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
64
-591
602
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20
+9
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+86
604
$4K ﹤0.01%
+64
605
$4K ﹤0.01%
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606
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+49
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40
608
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609
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610
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612
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
+542
617
$4K ﹤0.01%
50
618
$4K ﹤0.01%
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619
$4K ﹤0.01%
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$4K ﹤0.01%
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621
$4K ﹤0.01%
83
622
$4K ﹤0.01%
+215
623
$4K ﹤0.01%
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624
$4K ﹤0.01%
+21
625
$4K ﹤0.01%
49
+29
23 24
25
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