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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$971K 0.13%
6,468
-69
52
$966K 0.13%
3,295
+353
53
$922K 0.12%
6,820
-2,085
54
$887K 0.12%
12,372
-100
55
$772K 0.1%
14,110
-4,128
56
$751K 0.1%
39,990
-660
57
$717K 0.1%
6,575
58
$712K 0.1%
27,985
-2,300
59
$680K 0.09%
12,855
+1,044
60
$672K 0.09%
5,098
-25
61
$655K 0.09%
55,704
+3,870
62
$651K 0.09%
42,203
-1,000
63
$623K 0.08%
4,900
-348
64
$590K 0.08%
3,200
-250
65
$584K 0.08%
4,692
-104
66
$578K 0.08%
3,674
-100
67
$545K 0.07%
2,558
-50
68
$527K 0.07%
1,449
-180
69
$518K 0.07%
6,478
-139
70
$495K 0.07%
1,865
-385
71
$473K 0.06%
3,263
-1,076
72
$468K 0.06%
4,227
73
$465K 0.06%
10,718
74
$442K 0.06%
20,812
+310
75
$425K 0.06%
7,000
-90
1 2
3
4 5