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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.02%
5,062
-743
127
$253K 0.02%
410
128
$250K 0.02%
2,116
-208
129
$243K 0.02%
4,351
-1,035
130
$238K 0.02%
1,096
+18
131
$237K 0.02%
4,049
-1,574
132
$236K 0.02%
+4,100
133
$233K 0.02%
4,300
-1,302
134
$232K 0.02%
1,400
135
$230K 0.02%
6,770
-2,531
136
$229K 0.02%
10,346
+2,058
137
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1,959
138
$212K 0.02%
1,500
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139
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1,131
-300
140
$206K 0.02%
766
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141
$202K 0.02%
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142
$199K 0.02%
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143
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1,264
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144
$198K 0.02%
15,000
145
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146
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3,500
+1,015
147
$188K 0.02%
5,250
148
$188K 0.02%
1,544
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149
$186K 0.02%
1,348
150
$186K 0.02%
1,237
-500
4 5
6
7 8