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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45K 0.01%
3,500
152
$45K 0.01%
1,195
153
$45K 0.01%
550
154
$43K 0.01%
400
155
$41K 0.01%
550
156
$41K 0.01%
615
157
$41K 0.01%
535
158
$40K 0.01%
337
159
$40K 0.01%
625
160
$40K 0.01%
1,500
161
$40K 0.01%
750
162
$39K 0.01%
950
163
$39K 0.01%
750
164
$38K 0.01%
+1,052
165
$38K 0.01%
+919
166
$37K 0.01%
663
-2,856
167
$37K 0.01%
394
168
$36K 0.01%
765
169
$36K 0.01%
+250
170
$35K 0.01%
900
171
$34K 0.01%
380
172
$34K 0.01%
+329
173
$34K 0.01%
689
174
$33K 0.01%
400
175
$33K 0.01%
400
5 6
7
8 9