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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$296K 0.02%
410
127
$292K 0.02%
5,380
128
$291K 0.02%
1,076
-79
129
$290K 0.02%
1,257
-62
130
$288K 0.02%
1,547
+283
131
$287K 0.02%
5,412
+350
132
$284K 0.02%
2,290
+174
133
$275K 0.02%
6,927
134
$263K 0.02%
4,209
+160
135
$262K 0.02%
1,424
+24
136
$248K 0.02%
1,500
137
$243K 0.02%
4,100
138
$238K 0.02%
6,770
139
$237K 0.02%
10,631
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140
$233K 0.02%
1,042
-150
141
$228K 0.02%
4,420
+2,098
142
$225K 0.02%
1,026
-70
143
$223K 0.02%
1,994
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144
$216K 0.02%
1,443
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145
$211K 0.02%
1,131
146
$211K 0.02%
1,449
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147
$210K 0.02%
3,915
+170
148
$207K 0.02%
+7,497
149
$206K 0.02%
1,964
+468
150
$206K 0.02%
419
4 5
6
7 8