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
$500M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.26M
3
+$4.11M
4
ALLE icon
Allegion
ALLE
+$2.89M
5
NKE icon
Nike
NKE
+$1.96M

Top Sells

1
+$7.35M
2
+$6.83M
3
+$5.89M
4
NVS icon
Novartis
NVS
+$5.16M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$3.88M

Sector Composition

1 Technology 12.62%
2 Healthcare 10.21%
3 Consumer Staples 6.75%
4 Financials 6.23%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$72K 0.01%
1,000
127
$70K 0.01%
1,880
128
$69K 0.01%
1,200
129
$68K 0.01%
5,000
-18,600
130
$66K 0.01%
2,232
131
$66K 0.01%
990
132
$66K 0.01%
1,575
133
$65K 0.01%
625
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134
$63K 0.01%
500
135
$63K 0.01%
1,253
-3,668
136
$62K 0.01%
2,018
-528
137
$62K 0.01%
300
138
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139
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500
140
$58K 0.01%
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141
$57K 0.01%
320
142
$56K 0.01%
1,480
143
$53K 0.01%
200
144
$52K 0.01%
765
145
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650
146
$49K 0.01%
445
147
$48K 0.01%
467
148
$48K 0.01%
380
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149
$48K 0.01%
737
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150
$46K 0.01%
5,400
4 5
6
7 8