VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
+4.4%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$531M
AUM Growth
+$24.8M
(+4.9%)
Cap. Flow
+$6.6M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
29.84%
Holding
322
New
22
Increased
66
Reduced
77
Closed
62
Top Buys
Top Sells
| 1 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$13.7M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$7.86M |
| 3 |
Dollar Tree
DLTR
|
$7.7M |
| 4 |
Southern Company
SO
|
$6.22M |
| 5 |
Caterpillar
CAT
|
$5.64M |
Sector Composition
| 1 | Healthcare | 15.6% |
| 2 | Technology | 9.62% |
| 3 | Energy | 6.76% |
| 4 | Materials | 5.63% |
| 5 | Consumer Staples | 5.48% |
