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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$120K 0.03%
1,540
102
$113K 0.03%
1,966
-286
103
$108K 0.02%
415
-125
104
$107K 0.02%
617
105
$106K 0.02%
2,445
106
$106K 0.02%
1,134
+834
107
$101K 0.02%
1,100
+100
108
$99K 0.02%
1,220
109
$96K 0.02%
1,160
110
$93K 0.02%
1,555
111
$90K 0.02%
709
112
$90K 0.02%
1,500
113
$89K 0.02%
2,100
114
$89K 0.02%
755
115
$88K 0.02%
+1,066
116
$85K 0.02%
675
117
$84K 0.02%
4,000
118
$84K 0.02%
1,500
119
$84K 0.02%
1,510
-110,527
120
$83K 0.02%
1,155
121
$81K 0.02%
850
122
$76K 0.02%
+5,000
123
$76K 0.02%
1,000
124
$75K 0.02%
943
-100
125
$73K 0.02%
2,345
-2,155
3 4
5
6 7