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
$822M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$2.18M
4
CB icon
Chubb
CB
+$2.05M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$10.3M
4
AUB icon
Atlantic Union Bankshares
AUB
+$7.93M
5
COP icon
ConocoPhillips
COP
+$7.9M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.5%
3 Consumer Discretionary 12.07%
4 Industrials 9.94%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.03%
1,450
102
$268K 0.03%
1,980
-160
103
$261K 0.03%
10,235
-2,115
104
$259K 0.03%
1,435
+225
105
$250K 0.03%
1,300
106
$249K 0.03%
1,068
-1
107
$247K 0.03%
+1,241
108
$245K 0.03%
3,750
+3,250
109
$240K 0.03%
+10,000
110
$235K 0.03%
6,515
-1,865
111
$233K 0.03%
5,540
-187,851
112
$232K 0.03%
1,329
+87
113
$225K 0.03%
1,774
+20
114
$223K 0.03%
1,781
115
$223K 0.03%
4,000
116
$221K 0.03%
1,937
117
$218K 0.03%
10,186
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118
$217K 0.03%
715
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119
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1,186
120
$217K 0.03%
9,858
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121
$216K 0.03%
592
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122
$209K 0.03%
410
123
$207K 0.03%
2,555
+1,400
124
$205K 0.02%
8,805
-690
125
$201K 0.02%
+1,550
3 4
5
6 7