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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$144K 0.02%
+2,784
152
$144K 0.02%
757
-35
153
$144K 0.02%
5,000
154
$142K 0.02%
1,500
-143
155
$141K 0.02%
3,176
+2,611
156
$140K 0.02%
410
-150
157
$135K 0.02%
5,236
-1,361
158
$132K 0.02%
1,250
159
$127K 0.02%
5,063
160
$125K 0.02%
1,750
161
$123K 0.02%
1,341
162
$120K 0.02%
2,466
-470
163
$116K 0.02%
2,550
164
$116K 0.02%
1,000
165
$116K 0.02%
+2,200
166
$114K 0.02%
5,250
167
$114K 0.02%
2,100
168
$113K 0.02%
2,575
-1,531
169
$113K 0.02%
1,006
+375
170
$113K 0.02%
10,105
171
$113K 0.02%
10,008
-11,394
172
$113K 0.02%
4,523
+750
173
$111K 0.02%
5,410
+1,465
174
$107K 0.01%
700
+200
175
$106K 0.01%
4,101
-455
5 6
7
8 9