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
$1.25B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.7M
3
+$2.21M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
UNP icon
Union Pacific
UNP
+$1.61M

Top Sells

1
+$17.7M
2
+$12M
3
+$2.08M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
ASML icon
ASML
ASML
+$873K

Sector Composition

1 Technology 19.94%
2 Healthcare 15%
3 Financials 12.01%
4 Consumer Discretionary 10.42%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.03%
18,543
-1,237
102
$394K 0.03%
5,310
-1,744
103
$391K 0.03%
4,609
+701
104
$384K 0.03%
854
-234
105
$370K 0.03%
7,122
106
$367K 0.03%
7,263
+2,843
107
$363K 0.03%
2,682
+91
108
$355K 0.03%
6,351
+677
109
$351K 0.03%
2,799
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110
$340K 0.03%
1,420
111
$338K 0.03%
15,299
+429
112
$333K 0.03%
5,661
+102
113
$325K 0.03%
1,674
+127
114
$315K 0.03%
6,305
+925
115
$308K 0.02%
1,137
116
$307K 0.02%
3,840
-200
117
$305K 0.02%
684
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118
$303K 0.02%
1,257
119
$303K 0.02%
1,082
+36
120
$298K 0.02%
410
121
$293K 0.02%
1,607
-37
122
$292K 0.02%
758
123
$291K 0.02%
1,137
-59
124
$288K 0.02%
5,286
-126
125
$285K 0.02%
1,073
-3
3 4
5
6 7