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
$1.25B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.7M
3
+$2.21M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
UNP icon
Union Pacific
UNP
+$1.61M

Top Sells

1
+$17.7M
2
+$12M
3
+$2.08M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
ASML icon
ASML
ASML
+$873K

Sector Composition

1 Technology 19.94%
2 Healthcare 15%
3 Financials 12.01%
4 Consumer Discretionary 10.42%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$277K 0.02%
1,806
-180
127
$273K 0.02%
1,627
+127
128
$269K 0.02%
4,628
+419
129
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130
$250K 0.02%
1,176
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131
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7,232
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132
$245K 0.02%
6,240
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133
$240K 0.02%
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134
$236K 0.02%
6,770
135
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1,122
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136
$231K 0.02%
10,932
-4,673
137
$224K 0.02%
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+50
138
$222K 0.02%
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139
$221K 0.02%
1,452
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140
$220K 0.02%
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141
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142
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143
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144
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-64
145
$206K 0.02%
8,313
-9,072
146
$204K 0.02%
1,131
147
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2,818
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148
$202K 0.02%
419
149
$199K 0.02%
1,332
-1,571
150
$198K 0.02%
1,700
4 5
6
7 8