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
$423M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.79M
3
+$5.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.72M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.38M

Top Sells

1
+$9.64M
2
+$8.83M
3
+$8.13M
4
JBL icon
Jabil
JBL
+$4.02M
5
CAT icon
Caterpillar
CAT
+$1.72M

Sector Composition

1 Healthcare 14.64%
2 Energy 9.58%
3 Technology 7.61%
4 Materials 6.28%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$138K 0.03%
1,275
+300
102
$138K 0.03%
4,979
-200
103
$137K 0.03%
2,252
+881
104
$135K 0.03%
540
105
$129K 0.03%
1,669
106
$127K 0.03%
2,794
107
$126K 0.03%
1,934
+744
108
$125K 0.03%
+3,400
109
$123K 0.03%
925
+200
110
$122K 0.03%
2,252
-6,803
111
$120K 0.03%
1,638
+446
112
$116K 0.03%
+1,540
113
$106K 0.03%
880
-1,915
114
$99K 0.02%
1,500
-7,500
115
$99K 0.02%
1,000
116
$97K 0.02%
1,220
-100
117
$96K 0.02%
2,445
118
$89K 0.02%
709
119
$89K 0.02%
617
-103
120
$89K 0.02%
2,167
+1,367
121
$87K 0.02%
1,555
122
$84K 0.02%
675
123
$83K 0.02%
1,500
124
$83K 0.02%
1,500
125
$82K 0.02%
1,155
3 4
5
6 7