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
$822M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$2.18M
4
CB icon
Chubb
CB
+$2.05M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$10.3M
4
AUB icon
Atlantic Union Bankshares
AUB
+$7.93M
5
COP icon
ConocoPhillips
COP
+$7.9M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.5%
3 Consumer Discretionary 12.07%
4 Industrials 9.94%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$198K 0.02%
2,280
-1,000
127
$197K 0.02%
1,772
+125
128
$196K 0.02%
1,070
+380
129
$196K 0.02%
+3,570
130
$195K 0.02%
4,890
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131
$187K 0.02%
1,750
132
$180K 0.02%
1,285
133
$178K 0.02%
+5,450
134
$175K 0.02%
1,208
-114
135
$173K 0.02%
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136
$173K 0.02%
2,803
-1,306
137
$165K 0.02%
7,212
-631
138
$153K 0.02%
1,780
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139
$149K 0.02%
6,721
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140
$149K 0.02%
3,332
-2,015
141
$144K 0.02%
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142
$139K 0.02%
3,286
143
$137K 0.02%
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144
$134K 0.02%
1,528
145
$132K 0.02%
511
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146
$132K 0.02%
3,000
147
$131K 0.02%
800
148
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5,000
149
$130K 0.02%
5,485
-1,605
150
$129K 0.02%
5,063
4 5
6
7 8