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
$353M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.21M
3
+$2.05M
4
T icon
AT&T
T
+$1.62M
5
CB
CHUBB CORPORATION
CB
+$1.56M

Top Sells

1
+$7.71M
2
+$5.35M
3
+$4.47M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.13M
5
AAPL icon
Apple
AAPL
+$401K

Sector Composition

1 Healthcare 13.94%
2 Energy 11.23%
3 Technology 9.35%
4 Materials 6.56%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$270K 0.08%
5,642
-414
77
$264K 0.07%
3,400
78
$258K 0.07%
2,940
-95
79
$251K 0.07%
3,613
+100
80
$236K 0.07%
8,820
+1,720
81
$233K 0.07%
4,200
82
$232K 0.07%
12,450
83
$202K 0.06%
4,370
84
$194K 0.05%
12,400
-1,600
85
$193K 0.05%
2,809
86
$193K 0.05%
1,150
+850
87
$149K 0.04%
3,275
88
$149K 0.04%
3,595
+850
89
$142K 0.04%
1,270
-900
90
$141K 0.04%
3,000
-1,300
91
$136K 0.04%
4,875
-635
92
$127K 0.04%
4,049
-1,183
93
$126K 0.04%
3,668
94
$122K 0.03%
1,405
-100
95
$116K 0.03%
2,819
-594
96
$115K 0.03%
1,487
97
$114K 0.03%
2,226
98
$106K 0.03%
4,858
99
$103K 0.03%
1,787
100
$101K 0.03%
1,285
2 3
4
5 6