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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.18%
12,521
+483
52
$1.91M 0.17%
24,284
-693
53
$1.88M 0.17%
+9,080
54
$1.74M 0.15%
+6,774
55
$1.3M 0.12%
16,788
-11,194
56
$1.01M 0.09%
18,113
+350
57
$954K 0.08%
35,626
-4,077
58
$937K 0.08%
+16,608
59
$882K 0.08%
+51,570
60
$843K 0.08%
3,390
+115
61
$829K 0.07%
4,439
62
$809K 0.07%
4,292
-896
63
$742K 0.07%
3,200
+250
64
$734K 0.07%
1,750
65
$723K 0.06%
3,916
-609
66
$692K 0.06%
9,149
-2,552
67
$678K 0.06%
4,206
+65
68
$659K 0.06%
+1,995
69
$636K 0.06%
8,075
-4,745
70
$629K 0.06%
9,503
-2,100
71
$609K 0.05%
4,779
72
$585K 0.05%
4,529
-1,660
73
$553K 0.05%
5,360
-1,020
74
$533K 0.05%
21,925
-4,696
75
$528K 0.05%
+32,772
1 2
3
4 5