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
$749M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.92M
3
+$1.26M
4
ABBV icon
AbbVie
ABBV
+$1.19M
5
AZN icon
AstraZeneca
AZN
+$1.09M

Top Sells

1
+$9.26M
2
+$2.77M
3
+$1.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.2M
5
EOG icon
EOG Resources
EOG
+$1.12M

Sector Composition

1 Technology 16.41%
2 Financials 14.18%
3 Healthcare 12.43%
4 Consumer Discretionary 11.64%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$141K 0.02%
1,081
+921
152
$140K 0.02%
1,750
153
$140K 0.02%
10,105
154
$139K 0.02%
5,236
155
$139K 0.02%
1,500
156
$134K 0.02%
3,266
-102
157
$131K 0.02%
1,250
158
$125K 0.02%
650
-660
159
$123K 0.02%
5,815
+405
160
$122K 0.02%
2,550
161
$122K 0.02%
1,000
162
$118K 0.02%
2,100
163
$117K 0.02%
441
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164
$116K 0.02%
1,046
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165
$111K 0.01%
2,575
-601
166
$111K 0.01%
1,000
-3,849
167
$111K 0.01%
2,241
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168
$110K 0.01%
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169
$110K 0.01%
700
170
$107K 0.01%
1,425
171
$107K 0.01%
4,101
172
$104K 0.01%
5,250
173
$103K 0.01%
1,450
174
$102K 0.01%
1,011
-330
175
$101K 0.01%
544
+490
5 6
7
8 9