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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$60K 0.01%
650
152
$60K 0.01%
445
153
$60K 0.01%
200
154
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155
$59K 0.01%
500
156
$58K 0.01%
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157
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$57K 0.01%
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159
$56K 0.01%
550
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$54K 0.01%
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-60
161
$54K 0.01%
1,122
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162
$51K 0.01%
467
163
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164
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165
$49K 0.01%
800
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166
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167
$48K 0.01%
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$48K 0.01%
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169
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170
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171
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172
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400
173
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600
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1,122
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175
$38K 0.01%
236
5 6
7
8 9