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
$575M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$866K
3
+$815K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$804K
5
DKS icon
Dick's Sporting Goods
DKS
+$686K

Top Sells

1
+$10.7M
2
+$7.5M
3
+$7.34M
4
MDT icon
Medtronic
MDT
+$5.59M
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Technology 12.37%
2 Healthcare 7.52%
3 Consumer Staples 7.52%
4 Consumer Discretionary 6.69%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.72%
195,979
+27,993
52
$3.86M 0.67%
150,410
+13,120
53
$3.47M 0.6%
123,996
+5,165
54
$3.46M 0.6%
163,120
+13,931
55
$3.03M 0.53%
117,698
+10,515
56
$2.88M 0.5%
61,078
-1,700
57
$2.66M 0.46%
125,113
+17,735
58
$2.49M 0.43%
117,893
+23,624
59
$2.43M 0.42%
26,997
-1,977
60
$2.11M 0.37%
98,807
+15,913
61
$1.82M 0.32%
16,684
62
$1.78M 0.31%
40,160
+10,840
63
$1.68M 0.29%
149,490
+21,975
64
$1.67M 0.29%
81,046
+39,608
65
$1.62M 0.28%
31,208
+465
66
$1.41M 0.25%
43,386
-3,493
67
$1.27M 0.22%
10,202
+160
68
$1.06M 0.19%
14,532
-300
69
$1M 0.17%
4,250
70
$851K 0.15%
7,477
71
$756K 0.13%
36,558
+9,238
72
$709K 0.12%
74,502
-8,250
73
$636K 0.11%
5,386
74
$592K 0.1%
5,512
+60
75
$591K 0.1%
5,225
1 2
3
4 5