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
$353M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.21M
3
+$2.05M
4
T icon
AT&T
T
+$1.62M
5
CB
CHUBB CORPORATION
CB
+$1.56M

Top Sells

1
+$7.71M
2
+$5.35M
3
+$4.47M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.13M
5
AAPL icon
Apple
AAPL
+$401K

Sector Composition

1 Healthcare 13.94%
2 Energy 11.23%
3 Technology 9.35%
4 Materials 6.56%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$101K 0.03%
3,468
102
$98K 0.03%
10,766
103
$96K 0.03%
725
+225
104
$96K 0.03%
3,082
105
$89K 0.03%
1,118
106
$83K 0.02%
709
107
$82K 0.02%
1,555
-224
108
$81K 0.02%
1,192
109
$80K 0.02%
4,000
110
$79K 0.02%
1,500
111
$77K 0.02%
675
112
$77K 0.02%
340
113
$77K 0.02%
1,000
114
$74K 0.02%
1,235
115
$74K 0.02%
700
-72,889
116
$73K 0.02%
1,160
117
$72K 0.02%
1,155
118
$71K 0.02%
1,371
119
$68K 0.02%
703
120
$68K 0.02%
6,750
121
$68K 0.02%
800
-500
122
$66K 0.02%
2,826
-574
123
$66K 0.02%
870
-150
124
$66K 0.02%
2,000
125
$65K 0.02%
800
3 4
5
6 7