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
$552M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.12M
3
+$3.14M
4
DG icon
Dollar General
DG
+$2.07M
5
USB icon
US Bancorp
USB
+$1.89M

Top Sells

1
+$2.03M
2
+$1.6M
3
+$1.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.17M
5
BHC icon
Bausch Health
BHC
+$1.04M

Sector Composition

1 Healthcare 15.46%
2 Technology 10.51%
3 Energy 6.28%
4 Financials 5.83%
5 Materials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$80K 0.01%
1,297
152
$78K 0.01%
675
153
$78K 0.01%
621
154
$77K 0.01%
1,155
155
$76K 0.01%
+800
156
$76K 0.01%
887
157
$72K 0.01%
1,750
158
$71K 0.01%
1,105
-910
159
$70K 0.01%
+1,105
160
$68K 0.01%
+1,680
161
$68K 0.01%
1,000
162
$68K 0.01%
1,690
+140
163
$66K 0.01%
850
164
$64K 0.01%
308
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165
$58K 0.01%
500
166
$57K 0.01%
1,888
-244
167
$57K 0.01%
+955
168
$56K 0.01%
320
169
$56K 0.01%
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170
$55K 0.01%
2,130
-7,890
171
$55K 0.01%
200
172
$55K 0.01%
300
173
$55K 0.01%
5,000
174
$53K 0.01%
+1,250
175
$52K 0.01%
+570
5 6
7
8 9