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
$552M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.12M
3
+$3.14M
4
DG icon
Dollar General
DG
+$2.07M
5
USB icon
US Bancorp
USB
+$1.89M

Top Sells

1
+$2.03M
2
+$1.6M
3
+$1.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.17M
5
BHC icon
Bausch Health
BHC
+$1.04M

Sector Composition

1 Healthcare 15.46%
2 Technology 10.51%
3 Energy 6.28%
4 Financials 5.83%
5 Materials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$49K 0.01%
400
-30
177
$49K 0.01%
349
178
$48K 0.01%
+600
179
$48K 0.01%
1,000
180
$43K 0.01%
765
181
$43K 0.01%
400
182
$43K 0.01%
1,195
183
$40K 0.01%
1,461
184
$40K 0.01%
1,265
185
$39K 0.01%
+760
186
$37K 0.01%
1,333
+800
187
$37K 0.01%
+560
188
$37K 0.01%
750
189
$37K 0.01%
465
-225
190
$35K 0.01%
531
191
$35K 0.01%
400
192
$34K 0.01%
+355
193
$34K 0.01%
+405
194
$33K 0.01%
+930
195
$33K 0.01%
600
196
$33K 0.01%
2,940
197
$33K 0.01%
1,000
198
$33K 0.01%
275
199
$32K 0.01%
780
200
$32K 0.01%
+2,323
6 7
8
9 10