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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$641K 0.11%
5,386
77
$613K 0.11%
4,045
-94
78
$568K 0.1%
9,712
79
$559K 0.1%
27,320
+3,552
80
$550K 0.1%
5,225
-200
81
$508K 0.09%
8,179
-816
82
$459K 0.08%
6,364
83
$444K 0.08%
3,834
84
$437K 0.08%
1,149
-22
85
$431K 0.08%
4,102
86
$411K 0.07%
2,587
87
$403K 0.07%
3,596
88
$366K 0.06%
2,726
-225
89
$360K 0.06%
4,530
-150
90
$357K 0.06%
1,750
91
$349K 0.06%
4,749
-310
92
$340K 0.06%
4,752
-6
93
$308K 0.05%
7,500
94
$307K 0.05%
9,570
-3,171
95
$286K 0.05%
6,000
96
$285K 0.05%
4,359
97
$261K 0.05%
2,505
-8
98
$236K 0.04%
1,050
99
$227K 0.04%
3,190
-100
100
$227K 0.04%
2,652
-250
2 3
4
5 6