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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.25M
3
+$7.83M
4
V icon
Visa
V
+$6.76M
5
BR icon
Broadridge
BR
+$6.27M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$8.67M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$3.94M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.01%
1,425
152
$98K 0.01%
1,300
-1,145
153
$93K 0.01%
1,250
154
$88K 0.01%
1,450
155
$88K 0.01%
1,227
-2,185
156
$87K 0.01%
520
-53
157
$87K 0.01%
774
-2,043
158
$83K 0.01%
1,155
-300
159
$83K 0.01%
3,000
160
$81K 0.01%
1,045
161
$77K 0.01%
3,000
162
$76K 0.01%
250
+100
163
$75K 0.01%
3,014
164
$74K 0.01%
490
165
$73K 0.01%
1,600
166
$73K 0.01%
522
167
$72K 0.01%
1,680
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168
$71K 0.01%
887
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169
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2,100
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170
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804
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171
$70K 0.01%
290
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172
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2,097
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173
$69K 0.01%
2,000
-2,662
174
$68K 0.01%
1,932
175
$67K 0.01%
837
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