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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.17%
13,105
+584
52
$2.08M 0.17%
7,269
+495
53
$2.08M 0.17%
11,321
-26,274
54
$2.02M 0.16%
9,041
-39
55
$2.01M 0.16%
24,744
+460
56
$2.01M 0.16%
7,219
-3,585
57
$1.4M 0.11%
16,450
-338
58
$1.06M 0.09%
18,113
59
$1.05M 0.08%
16,608
60
$1.04M 0.08%
4,533
+94
61
$958K 0.08%
34,876
-750
62
$938K 0.08%
51,735
+165
63
$910K 0.07%
5,176
+1,260
64
$827K 0.07%
6,600
+2,140
65
$780K 0.06%
1,762
+12
66
$773K 0.06%
3,892
-400
67
$745K 0.06%
6,100
+740
68
$729K 0.06%
2,990
-400
69
$729K 0.06%
9,951
+802
70
$724K 0.06%
10,741
+1,238
71
$707K 0.06%
4,254
+48
72
$703K 0.06%
5,016
+237
73
$688K 0.06%
1,995
74
$645K 0.05%
2,965
-235
75
$644K 0.05%
8,287
+212
1 2
3
4 5