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
$1.16B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$16.8M
3
+$5.44M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.77M
5
HD icon
Home Depot
HD
+$1.48M

Top Sells

1
+$13.5M
2
+$3.63M
3
+$2.29M
4
UNH icon
UnitedHealth
UNH
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.1M

Sector Composition

1 Healthcare 18.56%
2 Technology 17.01%
3 Industrials 11.35%
4 Financials 10.47%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.05%
1,098
+24
77
$578K 0.05%
3,169
+62
78
$577K 0.05%
5,331
79
$576K 0.05%
6,104
+56
80
$569K 0.05%
2,111
+13
81
$566K 0.05%
1,500
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82
$560K 0.05%
6,138
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83
$558K 0.05%
2,263
-57
84
$557K 0.05%
37,827
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85
$534K 0.05%
5,560
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86
$532K 0.05%
2,750
87
$529K 0.05%
12,403
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88
$528K 0.05%
1,714
89
$525K 0.05%
27,567
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90
$495K 0.04%
25,976
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91
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22,331
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92
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93
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30,948
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94
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8,261
95
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96
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8,384
97
$425K 0.04%
7,503
98
$420K 0.04%
4,675
-376
99
$401K 0.03%
1,016
-34,298
100
$397K 0.03%
5,688
2 3
4
5 6