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
$423M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.79M
3
+$5.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.72M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.38M

Top Sells

1
+$9.64M
2
+$8.83M
3
+$8.13M
4
JBL icon
Jabil
JBL
+$4.02M
5
CAT icon
Caterpillar
CAT
+$1.72M

Sector Composition

1 Healthcare 14.64%
2 Energy 9.58%
3 Technology 7.61%
4 Materials 6.28%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$82K 0.02%
1,160
127
$82K 0.02%
1,043
+368
128
$82K 0.02%
+3,000
129
$81K 0.02%
2,100
+300
130
$79K 0.02%
4,000
131
$77K 0.02%
850
+350
132
$74K 0.02%
755
+255
133
$74K 0.02%
+1,000
134
$69K 0.02%
+2,000
135
$69K 0.02%
2,500
-1,110
136
$68K 0.02%
1,002
+227
137
$68K 0.02%
930
138
$68K 0.02%
1,005
+205
139
$68K 0.02%
+500
140
$67K 0.02%
2,245
-323,069
141
$66K 0.02%
626
142
$63K 0.01%
946
+46
143
$63K 0.01%
6,666
-4,100
144
$58K 0.01%
+500
145
$58K 0.01%
+2,054
146
$57K 0.01%
800
147
$57K 0.01%
1,971
-1,022
148
$56K 0.01%
725
+225
149
$56K 0.01%
300
150
$56K 0.01%
956
+531
4 5
6
7 8