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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.04%
2,419
-5,979
102
$268K 0.04%
1,952
-750
103
$262K 0.04%
2,881
-2
104
$255K 0.04%
1,602
+25
105
$248K 0.03%
9,008
+100
106
$248K 0.03%
2,480
-100
107
$244K 0.03%
8,864
-1,052,691
108
$242K 0.03%
851
-579
109
$237K 0.03%
1,060
+460
110
$235K 0.03%
4,543
111
$235K 0.03%
2,700
112
$235K 0.03%
10,130
+130
113
$234K 0.03%
1,187
114
$228K 0.03%
4,572
115
$222K 0.03%
1,233
+333
116
$221K 0.03%
1,286
-292
117
$218K 0.03%
1,310
-114
118
$213K 0.03%
10,078
+2,039
119
$212K 0.03%
3,580
-2,695
120
$210K 0.03%
1,781
121
$207K 0.03%
1,525
-125
122
$203K 0.03%
8,564
-3,021
123
$202K 0.03%
9,578
-815
124
$200K 0.03%
1,392
-220
125
$198K 0.03%
1,968
3 4
5
6 7