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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.02%
1,544
152
$203K 0.02%
3,564
+64
153
$196K 0.02%
738
-28
154
$186K 0.02%
2,750
155
$186K 0.02%
15,000
156
$185K 0.02%
800
157
$183K 0.01%
1,288
+488
158
$182K 0.01%
1,228
-120
159
$181K 0.01%
1,200
160
$180K 0.01%
4,376
+275
161
$179K 0.01%
5,250
162
$178K 0.01%
758
+8
163
$174K 0.01%
1,350
164
$170K 0.01%
8,480
+320
165
$167K 0.01%
705
+16
166
$165K 0.01%
1,700
167
$163K 0.01%
2,020
+240
168
$163K 0.01%
360
169
$159K 0.01%
2,603
170
$155K 0.01%
4,650
-150
171
$152K 0.01%
2,550
172
$151K 0.01%
2,820
173
$149K 0.01%
4,500
-563
174
$141K 0.01%
5,356
+100
175
$138K 0.01%
1,219
-263
5 6
7
8 9