VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
-12%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$1.16B
AUM Growth
-$151M
(-11%)
Cap. Flow
+$30.8M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
31.7%
Holding
669
New
106
Increased
93
Reduced
129
Closed
94
Top Buys
| 1 |
IQVIA
IQV
|
$17M |
| 2 |
Verisk Analytics
VRSK
|
$16.8M |
| 3 |
10x Genomics
TXG
|
$5.44M |
| 4 |
Liberty Broadband Class C
LBRDK
|
$1.77M |
| 5 |
Home Depot
HD
|
$1.48M |
Top Sells
| 1 |
SIVB
SVB Financial Group
SIVB
|
$13.5M |
| 2 |
Ecolab
ECL
|
$3.63M |
| 3 |
Baker Hughes
BKR
|
$2.29M |
| 4 |
UnitedHealth
UNH
|
$1.49M |
| 5 |
AbbVie
ABBV
|
$1.1M |
Sector Composition
| 1 | Healthcare | 18.56% |
| 2 | Technology | 17.01% |
| 3 | Industrials | 11.35% |
| 4 | Financials | 10.47% |
| 5 | Consumer Staples | 8.37% |
