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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.48M 0.79%
176,895
-22,544
52
$4.33M 0.76%
171,701
-24,893
53
$3.94M 0.69%
155,314
-11,665
54
$3.51M 0.62%
167,986
+1,792
55
$3.47M 0.61%
137,290
-2,846
56
$3.29M 0.58%
118,831
+2,465
57
$3.15M 0.56%
149,189
+7,430
58
$2.8M 0.49%
62,778
-1,335
59
$2.72M 0.48%
107,183
60
$2.44M 0.43%
28,974
+2,720
61
$2.27M 0.4%
107,378
+2,656
62
$1.98M 0.35%
94,269
+1,532
63
$1.8M 0.32%
16,684
64
$1.76M 0.31%
82,894
+1,162
65
$1.7M 0.3%
30,743
-9,000
66
$1.45M 0.25%
46,879
-1,767
67
$1.38M 0.24%
127,515
+9,450
68
$1.16M 0.2%
10,042
-410
69
$1.1M 0.19%
29,320
70
$971K 0.17%
14,832
-290
71
$950K 0.17%
4,250
72
$847K 0.15%
41,438
+12,823
73
$784K 0.14%
7,477
74
$747K 0.13%
82,752
-1,950
75
$642K 0.11%
5,452
-83
1 2
3
4 5