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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.01%
275
177
$31K 0.01%
2,030
178
$31K 0.01%
303
-37
179
$30K 0.01%
300
-85
180
$30K 0.01%
423
181
$29K 0.01%
1,000
182
$28K 0.01%
521
183
$28K 0.01%
1,100
184
$28K 0.01%
378
185
$28K 0.01%
400
-17
186
$27K 0.01%
780
187
$27K 0.01%
300
188
$27K 0.01%
1,000
189
$27K 0.01%
400
190
$27K 0.01%
1,000
191
$27K 0.01%
1,485
192
$27K 0.01%
568
193
$26K 0.01%
426
194
$25K 0.01%
200
-27
195
$25K 0.01%
630
196
$24K 0.01%
270
197
$24K 0.01%
75
198
$24K 0.01%
290
199
$24K 0.01%
870
200
$23K 0.01%
340
6 7
8
9 10