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
$500M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$6.74M
3 +$6.7M
4
FRC
First Republic Bank
FRC
+$4.88M
5
DG icon
Dollar General
DG
+$1.61M

Sector Composition

1 Healthcare 14.53%
2 Technology 11.92%
3 Financials 6.67%
4 Consumer Discretionary 4.87%
5 Energy 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$34K 0.01%
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177
$33K 0.01%
780
178
$32K 0.01%
1,205
-265
179
$31K 0.01%
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180
$31K 0.01%
300
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$30K 0.01%
521
182
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450
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183
$29K 0.01%
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184
$29K 0.01%
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185
$28K 0.01%
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186
$28K 0.01%
5,000
187
$28K 0.01%
400
188
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189
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190
$27K 0.01%
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191
$27K 0.01%
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192
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509
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193
$27K 0.01%
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194
$26K 0.01%
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$26K 0.01%
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196
$25K 0.01%
500
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$24K ﹤0.01%
2,426
198
$24K ﹤0.01%
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$24K ﹤0.01%
400
200
$22K ﹤0.01%
200