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
$423M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.79M
3
+$5.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.72M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.38M

Top Sells

1
+$9.64M
2
+$8.83M
3
+$8.13M
4
JBL icon
Jabil
JBL
+$4.02M
5
CAT icon
Caterpillar
CAT
+$1.72M

Sector Composition

1 Healthcare 14.64%
2 Energy 9.58%
3 Technology 7.61%
4 Materials 6.28%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$54K 0.01%
+1,000
152
$54K 0.01%
1,100
153
$53K 0.01%
320
154
$51K 0.01%
641
155
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300
156
$46K 0.01%
+750
157
$43K 0.01%
+800
158
$43K 0.01%
+400
159
$43K 0.01%
3,500
160
$43K 0.01%
1,195
161
$42K 0.01%
337
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162
$42K 0.01%
400
-300
163
$42K 0.01%
750
164
$41K 0.01%
1,624
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165
$41K 0.01%
+1,500
166
$41K 0.01%
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167
$41K 0.01%
550
168
$39K 0.01%
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169
$39K 0.01%
400
170
$39K 0.01%
625
171
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172
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535
173
$39K 0.01%
750
174
$39K 0.01%
689
175
$38K 0.01%
+2,000
5 6
7
8 9