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
$822M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$2.18M
4
CB icon
Chubb
CB
+$2.05M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$10.3M
4
AUB icon
Atlantic Union Bankshares
AUB
+$7.93M
5
COP icon
ConocoPhillips
COP
+$7.9M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.5%
3 Consumer Discretionary 12.07%
4 Industrials 9.94%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$835K 0.1%
16,511
+4,048
52
$795K 0.1%
4,175
53
$710K 0.09%
3,010
-250
54
$709K 0.09%
2,744
+1,245
55
$679K 0.08%
1,750
56
$677K 0.08%
11,280
+4,932
57
$675K 0.08%
6,052
+2,000
58
$651K 0.08%
3,965
59
$630K 0.08%
39,703
60
$600K 0.07%
7,362
-156,997
61
$584K 0.07%
4,479
+977
62
$584K 0.07%
1,505
+700
63
$569K 0.07%
4,926
64
$525K 0.06%
+44,128
65
$521K 0.06%
1,691
-653
66
$491K 0.06%
1,354
+630
67
$486K 0.06%
1,962
-200
68
$453K 0.06%
3,308
69
$449K 0.05%
36,678
-6,432
70
$443K 0.05%
9,499
-2,586
71
$436K 0.05%
7,284
+309
72
$419K 0.05%
2,349
73
$419K 0.05%
7,950
+5,850
74
$418K 0.05%
+50,262
75
$417K 0.05%
19,618
-110
1 2
3
4 5