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
$423M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.79M
3
+$5.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.72M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.38M

Top Sells

1
+$9.64M
2
+$8.83M
3
+$8.13M
4
JBL icon
Jabil
JBL
+$4.02M
5
CAT icon
Caterpillar
CAT
+$1.72M

Sector Composition

1 Healthcare 14.64%
2 Energy 9.58%
3 Technology 7.61%
4 Materials 6.28%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38K 0.01%
+3,000
177
$37K 0.01%
615
178
$36K 0.01%
765
179
$35K 0.01%
380
180
$33K 0.01%
400
181
$33K 0.01%
+900
182
$33K 0.01%
394
-168
183
$32K 0.01%
385
-10,883
184
$31K 0.01%
400
185
$31K 0.01%
340
+37
186
$30K 0.01%
+1,000
187
$29K 0.01%
+2,030
188
$29K 0.01%
+1,500
189
$29K 0.01%
+1,500
190
$29K 0.01%
+275
191
$28K 0.01%
630
192
$28K 0.01%
227
+27
193
$28K 0.01%
423
-9,000
194
$28K 0.01%
1,000
195
$28K 0.01%
350
196
$27K 0.01%
+780
197
$27K 0.01%
+536
198
$27K 0.01%
+378
199
$26K 0.01%
300
200
$26K 0.01%
+521
6 7
8
9 10