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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$596K 0.05%
430
77
$591K 0.05%
1,620
+191
78
$575K 0.05%
33,072
+300
79
$538K 0.04%
3,980
-549
80
$528K 0.04%
+7,054
81
$527K 0.04%
1,075
82
$523K 0.04%
2,415
83
$517K 0.04%
1,775
84
$514K 0.04%
21,925
85
$513K 0.04%
1,198
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86
$509K 0.04%
8,384
87
$493K 0.04%
6,339
+1,604
88
$469K 0.04%
929
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89
$467K 0.04%
2,429
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90
$466K 0.04%
14,535
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91
$460K 0.04%
7,503
92
$442K 0.04%
1,815
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93
$438K 0.04%
17,385
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94
$437K 0.04%
1,829
95
$432K 0.03%
684
-10
96
$432K 0.03%
2,229
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97
$431K 0.03%
1,088
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98
$429K 0.03%
2,903
-100
99
$427K 0.03%
19,780
+1,100
100
$426K 0.03%
19,619
-265
2 3
4
5 6