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
$1.17B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$9.27M
3
+$6.15M
4
LIN icon
Linde
LIN
+$4.01M
5
CCI icon
Crown Castle
CCI
+$2.55M

Top Sells

1
+$14.5M
2
+$10.2M
3
+$5.58M
4
ILMN icon
Illumina
ILMN
+$3.45M
5
AMZN icon
Amazon
AMZN
+$2.02M

Sector Composition

1 Technology 17.88%
2 Healthcare 17.78%
3 Financials 11.65%
4 Industrials 11.43%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.02%
6,240
127
$249K 0.02%
1,163
-194
128
$242K 0.02%
4,117
-3,092
129
$241K 0.02%
15,000
130
$240K 0.02%
436
-668
131
$237K 0.02%
13,308
+3,000
132
$237K 0.02%
6,003
-1,825
133
$233K 0.02%
1,099
-134
134
$231K 0.02%
1,200
135
$231K 0.02%
12,209
+1,670
136
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2,000
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137
$214K 0.02%
6,109
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138
$214K 0.02%
8,115
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139
$214K 0.02%
2,356
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140
$208K 0.02%
2,450
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141
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142
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143
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144
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530
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145
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146
$189K 0.02%
2,027
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147
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700
148
$181K 0.02%
1,473
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149
$178K 0.02%
9,397
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150
$178K 0.02%
1,727
-39
4 5
6
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