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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$523K 0.07%
+4,849
77
$450K 0.06%
17,655
-900
78
$448K 0.06%
10,718
-26,015
79
$435K 0.06%
20,502
+1,680
80
$419K 0.06%
8,773
-1,340
81
$413K 0.06%
7,090
-835
82
$398K 0.06%
6,286
83
$372K 0.05%
11,457
-2,097
84
$359K 0.05%
2,247
85
$357K 0.05%
5,135
86
$337K 0.05%
34,566
+3,675
87
$321K 0.04%
5,460
-2,200
88
$318K 0.04%
2,960
-704
89
$313K 0.04%
5,829
-1,303
90
$312K 0.04%
1,829
91
$312K 0.04%
2,600
-2,383
92
$312K 0.04%
2,807
+5
93
$310K 0.04%
1,274
94
$309K 0.04%
+3,875
95
$298K 0.04%
6,000
96
$283K 0.04%
+5,836
97
$283K 0.04%
13,584
+2,151
98
$279K 0.04%
3,207
+1,712
99
$275K 0.04%
11,025
-450
100
$274K 0.04%
1,752
-350
2 3
4
5 6