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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.58%
32,300
+2,680
52
$2.42M 0.54%
78,233
-518
53
$1.84M 0.41%
21,225
+4,035
54
$1.79M 0.4%
16,517
+2,870
55
$1.59M 0.35%
56,345
-6,524
56
$1.27M 0.28%
18,596
-500
57
$1.19M 0.26%
11,366
-559
58
$1.15M 0.26%
9,246
-1,150
59
$945K 0.21%
31,070
-6,490
60
$819K 0.18%
6,274
61
$788K 0.17%
6,835
-875
62
$627K 0.14%
5,897
+350
63
$503K 0.11%
11,493
64
$499K 0.11%
2,881
+81
65
$471K 0.1%
3,740
+49
66
$465K 0.1%
7,265
-1,070
67
$464K 0.1%
12,255
+100
68
$353K 0.08%
5,678
-421
69
$349K 0.08%
13,785
+6,225
70
$338K 0.08%
+11,281
71
$318K 0.07%
7,380
+430
72
$317K 0.07%
2,950
73
$313K 0.07%
3,800
74
$310K 0.07%
3,110
75
$303K 0.07%
3,535
+275
1 2
3
4 5