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
$822M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$2.18M
4
CB icon
Chubb
CB
+$2.05M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$10.3M
4
AUB icon
Atlantic Union Bankshares
AUB
+$7.93M
5
COP icon
ConocoPhillips
COP
+$7.9M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.5%
3 Consumer Discretionary 12.07%
4 Industrials 9.94%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$128K 0.02%
2,342
152
$127K 0.02%
2,550
153
$125K 0.02%
2,140
+1,940
154
$125K 0.02%
360
155
$124K 0.02%
+1,725
156
$121K 0.01%
2,375
157
$121K 0.01%
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-35
158
$119K 0.01%
761
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159
$119K 0.01%
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160
$119K 0.01%
800
161
$118K 0.01%
520
162
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15,000
163
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164
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361
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165
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+2,100
166
$106K 0.01%
+2,220
167
$103K 0.01%
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168
$103K 0.01%
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169
$102K 0.01%
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170
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+3,000
171
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3,000
172
$89K 0.01%
774
173
$85K 0.01%
812
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174
$83K 0.01%
1,300
175
$83K 0.01%
696
+246
5 6
7
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