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
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3,468
102
$98K 0.03%
10,766
103
$96K 0.03%
725
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104
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105
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106
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107
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109
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110
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111
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112
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340
113
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114
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115
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116
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117
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118
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119
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800