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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.03%
694
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102
$340K 0.03%
+12,680
103
$331K 0.03%
1,754
-20
104
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105
$330K 0.03%
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106
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107
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14,463
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108
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109
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110
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1,728
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111
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112
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113
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-60
114
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115
$292K 0.03%
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116
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117
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118
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119
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120
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121
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122
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792
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123
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1,155
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124
$264K 0.02%
1,192
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125
$263K 0.02%
6,927
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3 4
5
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