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
$575M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$866K
3
+$815K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$804K
5
DKS icon
Dick's Sporting Goods
DKS
+$686K

Top Sells

1
+$10.7M
2
+$7.5M
3
+$7.34M
4
MDT icon
Medtronic
MDT
+$5.59M
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Technology 12.37%
2 Healthcare 7.52%
3 Consumer Staples 7.52%
4 Consumer Discretionary 6.69%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.04%
3,718
+200
102
$215K 0.04%
6,372
-500
103
$212K 0.04%
2,700
104
$211K 0.04%
2,983
+406
105
$207K 0.04%
4,804
-175
106
$205K 0.04%
1,250
-153
107
$194K 0.03%
814
108
$188K 0.03%
2,540
109
$187K 0.03%
3,000
-1,359
110
$173K 0.03%
5,256
111
$171K 0.03%
3,240
112
$164K 0.03%
984
113
$158K 0.03%
4,373
+805
114
$152K 0.03%
2,100
-700
115
$152K 0.03%
2,725
-97
116
$151K 0.03%
4,704
117
$150K 0.03%
3,525
118
$149K 0.03%
1,165
-160
119
$148K 0.03%
1,447
120
$147K 0.03%
1,778
121
$144K 0.03%
1,585
-58
122
$139K 0.02%
1,690
-1,500
123
$137K 0.02%
4,000
124
$131K 0.02%
742
125
$127K 0.02%
977
+84
3 4
5
6 7