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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.04%
1,935
102
$221K 0.04%
4,979
103
$217K 0.04%
3,518
104
$217K 0.04%
2,510
-18
105
$212K 0.04%
2,800
106
$208K 0.04%
6,872
107
$208K 0.04%
2,700
108
$206K 0.04%
3,566
-2,500
109
$206K 0.04%
1,380
110
$205K 0.04%
1,403
111
$178K 0.03%
2,577
-652
112
$176K 0.03%
3,240
113
$174K 0.03%
2,050
114
$172K 0.03%
2,540
-450
115
$171K 0.03%
814
116
$160K 0.03%
984
-16
117
$160K 0.03%
5,256
-88
118
$156K 0.03%
2,822
-614
119
$153K 0.03%
3,168
+237
120
$149K 0.03%
1,447
121
$147K 0.03%
1,778
-20
122
$146K 0.03%
3,525
-1,325
123
$143K 0.03%
1,643
124
$140K 0.02%
4,704
-248
125
$132K 0.02%
4,000
3 4
5
6 7