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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.17%
14,984
-2,106
52
$1.06M 0.15%
8,905
-124,496
53
$985K 0.14%
18,238
-440
54
$946K 0.13%
6,537
+454
55
$855K 0.12%
12,472
-906
56
$831K 0.12%
2,942
-1,105
57
$771K 0.11%
30,285
-250
58
$754K 0.11%
4,339
-90
59
$735K 0.1%
6,575
-31,606
60
$728K 0.1%
40,650
-679,710
61
$691K 0.1%
5,123
-575
62
$663K 0.09%
43,203
-100
63
$655K 0.09%
3,450
+81
64
$648K 0.09%
5,248
+1,801
65
$643K 0.09%
+19,994
66
$628K 0.09%
11,811
-350
67
$621K 0.09%
1,629
-677
68
$605K 0.08%
11,578
+1,924
69
$599K 0.08%
2,250
+100
70
$591K 0.08%
4,796
-577
71
$588K 0.08%
51,834
+2,004
72
$571K 0.08%
3,774
+650
73
$548K 0.08%
4,227
-735
74
$525K 0.07%
6,617
-17,940
75
$524K 0.07%
2,608
-300
1 2
3
4 5