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
$1.17B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$9.27M
3
+$6.15M
4
LIN icon
Linde
LIN
+$4.01M
5
CCI icon
Crown Castle
CCI
+$2.55M

Top Sells

1
+$14.5M
2
+$10.2M
3
+$5.58M
4
ILMN icon
Illumina
ILMN
+$3.45M
5
AMZN icon
Amazon
AMZN
+$2.02M

Sector Composition

1 Technology 17.88%
2 Healthcare 17.78%
3 Financials 11.65%
4 Industrials 11.43%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.13%
4,155
+143
52
$1.26M 0.11%
5,911
53
$1.16M 0.1%
3,760
-450
54
$1.15M 0.1%
4,797
+302
55
$1.07M 0.09%
9,738
-608
56
$1.05M 0.09%
20,808
+4,200
57
$959K 0.08%
4,349
58
$896K 0.08%
1,750
-28
59
$848K 0.07%
3,229
-5
60
$823K 0.07%
7,419
+1,405
61
$780K 0.07%
3,913
-62
62
$773K 0.07%
5,489
63
$755K 0.06%
38,017
+5,500
64
$754K 0.06%
3,941
-2
65
$752K 0.06%
8,518
+288
66
$745K 0.06%
1,949
+649
67
$736K 0.06%
4,103
-336
68
$702K 0.06%
8,081
-33
69
$692K 0.06%
13,746
70
$684K 0.06%
8,947
+130
71
$676K 0.06%
9,399
72
$672K 0.06%
38,340
-390
73
$671K 0.06%
1,746
-1,010
74
$668K 0.06%
10,507
-1,312
75
$666K 0.06%
2,750
1 2
3
4 5