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
$1.04B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$18.6M
3
+$2.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.9M
5
LHX icon
L3Harris
LHX
+$1.67M

Top Sells

1
+$12.8M
2
+$5.04M
3
+$1.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.64M
5
NKE icon
Nike
NKE
+$1.6M

Sector Composition

1 Technology 21.32%
2 Healthcare 15.96%
3 Consumer Discretionary 10.78%
4 Industrials 10.45%
5 Financials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.03%
1,274
+1,000
102
$287K 0.03%
1,785
-195
103
$285K 0.03%
1,046
104
$284K 0.03%
1,687
+40
105
$283K 0.03%
12,624
+1,210
106
$276K 0.03%
1,125
-310
107
$274K 0.03%
1,279
-291
108
$272K 0.03%
2,324
-1,215
109
$271K 0.03%
410
110
$271K 0.03%
+3,968
111
$269K 0.03%
1,241
112
$263K 0.03%
1,125
-1,000
113
$262K 0.03%
+1,918
114
$260K 0.02%
5,805
-3,606
115
$247K 0.02%
1,212
116
$245K 0.02%
+5,087
117
$244K 0.02%
1,737
-200
118
$231K 0.02%
945
-23
119
$229K 0.02%
1,078
-130
120
$228K 0.02%
2,476
+1,255
121
$224K 0.02%
1,431
122
$222K 0.02%
5,386
-3,284
123
$219K 0.02%
+6,240
124
$211K 0.02%
3,845
+969
125
$210K 0.02%
1,959
+9
3 4
5
6 7