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
$1.17B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$9.27M
3
+$6.15M
4
LIN icon
Linde
LIN
+$4.01M
5
CCI icon
Crown Castle
CCI
+$2.55M

Top Sells

1
+$14.5M
2
+$10.2M
3
+$5.58M
4
ILMN icon
Illumina
ILMN
+$3.45M
5
AMZN icon
Amazon
AMZN
+$2.02M

Sector Composition

1 Technology 17.88%
2 Healthcare 17.78%
3 Financials 11.65%
4 Industrials 11.43%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$632K 0.05%
4,504
77
$630K 0.05%
7,911
78
$611K 0.05%
7,304
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79
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80
$586K 0.05%
12,294
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81
$575K 0.05%
2,263
82
$568K 0.05%
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83
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3,211
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84
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5,463
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85
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86
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35,727
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87
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88
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89
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90
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1,779
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91
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92
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19,851
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93
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94
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95
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96
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97
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2,500
98
$366K 0.03%
1,531
99
$364K 0.03%
1,083
100
$357K 0.03%
4,018
+418
2 3
4
5 6