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
$564M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$7.34M
3 +$6.05M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.75M
5
MLM icon
Martin Marietta Materials
MLM
+$4.32M

Sector Composition

1 Technology 11.16%
2 Healthcare 8.85%
3 Consumer Staples 6.32%
4 Consumer Discretionary 5.97%
5 Financials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$570K 0.1%
5,535
-58
77
$564K 0.1%
5,386
78
$554K 0.1%
5,425
79
$524K 0.09%
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80
$518K 0.09%
8,995
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81
$508K 0.09%
23,768
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82
$435K 0.08%
4,102
83
$424K 0.08%
1,171
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84
$401K 0.07%
3,834
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85
$393K 0.07%
2,587
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86
$391K 0.07%
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$380K 0.07%
2,951
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88
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3,596
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94
$339K 0.06%
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$310K 0.06%
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96
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2,902
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97
$259K 0.05%
4,359
98
$257K 0.05%
6,000
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99
$238K 0.04%
3,290
+100
100
$234K 0.04%
1,403
+120