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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.25M
3
+$7.83M
4
V icon
Visa
V
+$6.76M
5
BR icon
Broadridge
BR
+$6.27M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$8.67M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$3.94M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$813K 0.12%
12,255
-150
52
$807K 0.12%
6,262
-800
53
$741K 0.11%
12,488
-7,989
54
$661K 0.1%
3,260
-160
55
$630K 0.09%
4,175
-1,465
56
$604K 0.09%
2,344
-1,102
57
$596K 0.09%
12,463
-236
58
$550K 0.08%
1,750
-115
59
$550K 0.08%
3,965
-262
60
$527K 0.08%
39,703
-2,500
61
$522K 0.08%
4,926
-74
62
$475K 0.07%
12,085
-7,079
63
$465K 0.07%
6,330
-1,362
64
$434K 0.06%
43,110
-1,686
65
$429K 0.06%
2,349
+264
66
$414K 0.06%
19,728
-721
67
$412K 0.06%
2,162
-180
68
$400K 0.06%
3,502
69
$391K 0.06%
4,052
+1,350
70
$389K 0.06%
3,308
+685
71
$382K 0.06%
6,348
-252
72
$377K 0.06%
6,975
+966
73
$361K 0.05%
9,498
-1,975
74
$352K 0.05%
4,851
+415
75
$342K 0.05%
7,000
1 2
3
4 5