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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.25M
3
+$7.83M
4
V icon
Visa
V
+$6.76M
5
BR icon
Broadridge
BR
+$6.27M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$8.67M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$3.94M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.02%
3,286
-500
127
$149K 0.02%
7,090
+655
128
$142K 0.02%
1,285
129
$139K 0.02%
1,200
-125
130
$136K 0.02%
5,000
131
$129K 0.02%
6,271
+281
132
$129K 0.02%
2,342
133
$126K 0.02%
1,250
134
$122K 0.02%
1,350
-1,141
135
$121K 0.02%
4,500
-950
136
$120K 0.02%
4,611
137
$119K 0.02%
1,528
138
$117K 0.02%
5,063
139
$113K 0.02%
13,137
140
$110K 0.02%
2,781
-245
141
$109K 0.02%
3,790
-6,292
142
$107K 0.02%
360
-100
143
$105K 0.02%
3,000
144
$104K 0.02%
15,000
-15,000
145
$104K 0.02%
2,550
146
$104K 0.02%
2,375
147
$103K 0.02%
690
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148
$102K 0.01%
800
-200
149
$102K 0.01%
800
-200
150
$101K 0.01%
5,000
4 5
6
7 8