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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$420K 0.03%
1,208
+230
102
$419K 0.03%
1,728
103
$386K 0.03%
5,217
104
$373K 0.03%
7,122
105
$372K 0.03%
12,680
106
$371K 0.03%
1,046
-120
107
$361K 0.03%
4,040
108
$359K 0.03%
948
+182
109
$359K 0.03%
1,450
110
$356K 0.03%
2,591
111
$351K 0.03%
5,559
+1,208
112
$344K 0.03%
1,196
+64
113
$342K 0.03%
1,644
-43
114
$337K 0.03%
1,420
+65
115
$330K 0.03%
14,870
+407
116
$329K 0.03%
15,605
-15
117
$327K 0.03%
695
118
$326K 0.03%
3,908
119
$325K 0.03%
1,611
-89
120
$324K 0.03%
5,674
+1,374
121
$324K 0.03%
4,395
+146
122
$322K 0.03%
1,137
-200
123
$321K 0.03%
1,046
124
$307K 0.02%
1,986
125
$304K 0.02%
1,918
3 4
5
6 7