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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$194K 0.03%
1,016
127
$192K 0.03%
1,750
-290
128
$188K 0.03%
3,000
129
$188K 0.03%
8,935
+2,099
130
$186K 0.03%
535
131
$180K 0.03%
2,100
132
$180K 0.03%
1,700
133
$180K 0.03%
8,707
+1,404
134
$176K 0.02%
2,159
135
$175K 0.02%
3,450
136
$174K 0.02%
2,960
-700
137
$172K 0.02%
2,141
138
$171K 0.02%
2,342
139
$165K 0.02%
4,122
-150
140
$165K 0.02%
3,412
141
$163K 0.02%
625
142
$159K 0.02%
4,800
143
$157K 0.02%
3,244
-4,399
144
$154K 0.02%
1,455
145
$151K 0.02%
9,630
-4,306
146
$148K 0.02%
1,285
147
$147K 0.02%
1,300
148
$147K 0.02%
1,200
149
$145K 0.02%
1,780
150
$145K 0.02%
3,368
+1,304
4 5
6
7 8