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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.04%
10,320
-705
102
$250K 0.03%
4,640
+68
103
$246K 0.03%
+1,900
104
$244K 0.03%
8,678
-330
105
$243K 0.03%
1,187
106
$239K 0.03%
2,456
-425
107
$236K 0.03%
2,700
108
$232K 0.03%
1,327
-275
109
$232K 0.03%
1,781
110
$230K 0.03%
1,016
111
$225K 0.03%
1,982
+14
112
$223K 0.03%
4,243
-300
113
$219K 0.03%
1,286
114
$211K 0.03%
535
115
$211K 0.03%
9,884
-194
116
$210K 0.03%
1,392
117
$205K 0.03%
3,780
-1,680
118
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3,580
119
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120
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121
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3,028
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122
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2,159
123
$196K 0.03%
736
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124
$196K 0.03%
1,709
+9
125
$192K 0.03%
2,342
3 4
5
6 7