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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$129K 0.02%
3,568
+1,000
127
$129K 0.02%
1,122
128
$127K 0.02%
1,850
129
$116K 0.02%
742
130
$113K 0.02%
2,860
+1,440
131
$109K 0.02%
893
+50
132
$108K 0.02%
1,700
-665
133
$105K 0.02%
1,425
134
$100K 0.02%
1,000
135
$97K 0.02%
841
136
$95K 0.02%
4,110
137
$92K 0.02%
1,059
-70
138
$90K 0.02%
1,673
139
$88K 0.02%
1,155
140
$88K 0.02%
1,568
141
$85K 0.02%
2,624
142
$82K 0.01%
930
143
$82K 0.01%
779
144
$82K 0.01%
2,300
145
$79K 0.01%
1,900
146
$75K 0.01%
2,335
-42
147
$72K 0.01%
625
148
$66K 0.01%
360
149
$65K 0.01%
5,400
150
$63K 0.01%
320
4 5
6
7 8