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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.25M
3
+$7.83M
4
V icon
Visa
V
+$6.76M
5
BR icon
Broadridge
BR
+$6.27M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$8.67M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$3.94M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.03%
2,704
+2,613
102
$211K 0.03%
8,380
-515
103
$208K 0.03%
1,450
104
$207K 0.03%
9,861
+815
105
$205K 0.03%
724
+445
106
$204K 0.03%
1,781
107
$201K 0.03%
1,210
+560
108
$197K 0.03%
5,208
+348
109
$196K 0.03%
1,300
-850
110
$193K 0.03%
9,333
+270
111
$192K 0.03%
1,937
-300
112
$190K 0.03%
735
113
$184K 0.03%
2,140
-53
114
$181K 0.03%
9,495
115
$179K 0.03%
410
-125
116
$178K 0.03%
626
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117
$177K 0.03%
1,322
-5
118
$177K 0.03%
1,242
-150
119
$175K 0.03%
1,754
-200
120
$173K 0.03%
7,843
-1,044
121
$164K 0.02%
2,938
-2,803
122
$161K 0.02%
1,980
123
$160K 0.02%
1,750
124
$154K 0.02%
1,186
-27
125
$154K 0.02%
1,647
-863
3 4
5
6 7