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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.06%
5,135
77
$391K 0.05%
1,328
+477
78
$383K 0.05%
+30,000
79
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2,247
80
$368K 0.05%
34,566
81
$367K 0.05%
14,355
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82
$353K 0.05%
1,829
83
$351K 0.05%
2,346
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84
$347K 0.05%
2,485
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85
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6,000
86
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1,780
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87
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3,000
-11,165
88
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2,807
89
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1,274
90
$313K 0.04%
2,600
91
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92
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93
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94
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95
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10,120
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96
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13,448
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97
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5,899
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98
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8,520
-11,474
99
$274K 0.04%
6,038
-2,735
100
$274K 0.04%
2,480
2 3
4
5 6