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
$353M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.21M
3
+$2.05M
4
T icon
AT&T
T
+$1.62M
5
CB
CHUBB CORPORATION
CB
+$1.56M

Top Sells

1
+$7.71M
2
+$5.35M
3
+$4.47M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.13M
5
AAPL icon
Apple
AAPL
+$401K

Sector Composition

1 Healthcare 13.94%
2 Energy 11.23%
3 Technology 9.35%
4 Materials 6.56%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.4%
16,805
-3,060
52
$1.26M 0.36%
43,200
-10,530
53
$1.22M 0.35%
20,572
54
$1.16M 0.33%
11,146
+100
55
$1.09M 0.31%
12,615
-1,116
56
$825K 0.23%
7,325
-145
57
$746K 0.21%
6,143
58
$696K 0.2%
17,346
-650
59
$627K 0.18%
17,380
-31,405
60
$601K 0.17%
5,752
-1,675
61
$588K 0.17%
5,537
-35
62
$561K 0.16%
8,810
-365
63
$480K 0.14%
2,710
64
$434K 0.12%
11,493
65
$392K 0.11%
7,199
+1,045
66
$390K 0.11%
6,744
-77,258
67
$381K 0.11%
3,331
68
$378K 0.11%
8,691
69
$351K 0.1%
2,890
-380
70
$344K 0.1%
3,150
71
$322K 0.09%
4,900
72
$313K 0.09%
6,060
-30
73
$310K 0.09%
5,572
74
$285K 0.08%
5,350
+275
75
$284K 0.08%
6,082
-830
1 2
3
4 5