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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$72K 0.02%
930
127
$72K 0.02%
2,320
+75
128
$70K 0.02%
1,002
129
$69K 0.02%
1,005
130
$67K 0.01%
626
131
$66K 0.01%
500
132
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133
$64K 0.01%
1,971
134
$63K 0.01%
946
135
$63K 0.01%
1,062
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136
$60K 0.01%
490
-390
137
$60K 0.01%
500
138
$60K 0.01%
2,054
139
$59K 0.01%
300
140
$58K 0.01%
725
141
$56K 0.01%
1,000
142
$56K 0.01%
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143
$55K 0.01%
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144
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145
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146
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147
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148
$48K 0.01%
750
149
$47K 0.01%
400
150
$47K 0.01%
2,020
-230,242
4 5
6
7 8