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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$189K 0.03%
8,945
-633
127
$184K 0.02%
8,701
-234
128
$183K 0.02%
3,450
129
$182K 0.02%
6,530
-2,334
130
$182K 0.02%
8,563
-144
131
$181K 0.02%
1,325
-200
132
$180K 0.02%
4,246
+124
133
$178K 0.02%
2,141
134
$178K 0.02%
1,300
+15
135
$177K 0.02%
6,975
-1,589
136
$175K 0.02%
3,412
137
$172K 0.02%
3,180
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138
$171K 0.02%
1,690
-60
139
$165K 0.02%
1,300
140
$163K 0.02%
625
141
$160K 0.02%
772
+15
142
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1,455
143
$154K 0.02%
4,167
-7,290
144
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5,000
145
$150K 0.02%
410
146
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5,063
147
$147K 0.02%
1,958
-1,002
148
$146K 0.02%
1,780
149
$144K 0.02%
3,044
-200
150
$141K 0.02%
8,776
-854
4 5
6
7 8