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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.06%
1,461
+386
77
$274K 0.06%
5,218
-24
78
$269K 0.06%
2,642
+222
79
$268K 0.06%
10,020
80
$254K 0.06%
4,085
81
$251K 0.06%
4,841
82
$236K 0.05%
8,824
-2,031
83
$234K 0.05%
4,830
84
$223K 0.05%
4,205
85
$210K 0.05%
1,764
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86
$201K 0.04%
3,821
87
$184K 0.04%
2,538
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88
$175K 0.04%
1,707
89
$161K 0.04%
9,900
-21,500
90
$154K 0.03%
1,487
91
$154K 0.03%
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92
$152K 0.03%
4,049
-1,000
93
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94
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3,000
95
$143K 0.03%
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-5
96
$142K 0.03%
1,275
97
$135K 0.03%
925
98
$132K 0.03%
2,794
99
$130K 0.03%
2,226
-26
100
$125K 0.03%
1,934
2 3
4
5 6