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
$863M
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$8.26M
4
EOG icon
EOG Resources
EOG
+$3.6M
5
HD icon
Home Depot
HD
+$2.68M

Top Sells

1
+$5.73M
2
+$2.55M
3
+$2.5M
4
COP icon
ConocoPhillips
COP
+$2.32M
5
ALLE icon
Allegion
ALLE
+$1.78M

Sector Composition

1 Technology 18.08%
2 Financials 14.64%
3 Healthcare 12.76%
4 Industrials 12.35%
5 Consumer Discretionary 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$166K 0.02%
1,980
+200
152
$165K 0.02%
1,565
-229
153
$165K 0.02%
466
+106
154
$164K 0.02%
13,137
+3,032
155
$162K 0.02%
1,355
+355
156
$159K 0.02%
+1,901
157
$159K 0.02%
533
+443
158
$157K 0.02%
4,465
+2,765
159
$155K 0.02%
5,063
160
$154K 0.02%
3,450
161
$153K 0.02%
1,000
162
$151K 0.02%
1,750
163
$147K 0.02%
5,250
164
$146K 0.02%
1,000
165
$145K 0.02%
1,528
166
$142K 0.02%
1,250
167
$138K 0.02%
460
+10
168
$137K 0.02%
1,000
169
$136K 0.02%
650
+200
170
$134K 0.02%
2,550
171
$129K 0.01%
5,990
+375
172
$123K 0.01%
689
173
$122K 0.01%
1,287
+300
174
$122K 0.01%
+1,000
175
$121K 0.01%
3,820
+2,500
5 6
7
8 9