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
$1.25B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.7M
3
+$2.21M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
UNP icon
Union Pacific
UNP
+$1.61M

Top Sells

1
+$17.7M
2
+$12M
3
+$2.08M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
ASML icon
ASML
ASML
+$873K

Sector Composition

1 Technology 19.94%
2 Healthcare 15%
3 Financials 12.01%
4 Consumer Discretionary 10.42%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.19%
19,497
+37
52
$2.11M 0.17%
13,069
-36
53
$1.97M 0.16%
7,224
+5
54
$1.87M 0.15%
24,710
-34
55
$1.57M 0.13%
5,424
-1,845
56
$1.29M 0.1%
15,050
-1,400
57
$1.21M 0.1%
5,424
-3,617
58
$1.06M 0.09%
16,608
59
$1.01M 0.08%
16,618
+518
60
$922K 0.07%
3,990
-543
61
$861K 0.07%
48,210
-3,525
62
$826K 0.07%
6,180
+80
63
$816K 0.07%
4,823
-353
64
$793K 0.06%
10,097
+146
65
$760K 0.06%
5,724
+708
66
$758K 0.06%
3,792
-100
67
$752K 0.06%
5,640
-960
68
$701K 0.06%
31,676
-3,200
69
$681K 0.05%
1,750
-12
70
$653K 0.05%
9,903
-838
71
$651K 0.05%
8,287
72
$622K 0.05%
2,925
-65
73
$621K 0.05%
1,835
-160
74
$619K 0.05%
4,219
-35
75
$614K 0.05%
1,074
+145
1 2
3
4 5