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
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.26M
3
+$4.11M
4
ALLE icon
Allegion
ALLE
+$2.89M
5
NKE icon
Nike
NKE
+$1.96M

Top Sells

1
+$7.35M
2
+$6.83M
3
+$5.89M
4
NVS icon
Novartis
NVS
+$5.16M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$3.88M

Sector Composition

1 Technology 12.62%
2 Healthcare 10.21%
3 Consumer Staples 6.75%
4 Financials 6.23%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K 0.01%
900
-365
177
$30K 0.01%
3,200
+260
178
$30K 0.01%
5,000
179
$30K 0.01%
750
180
$29K 0.01%
909
-822
181
$29K 0.01%
250
-795
182
$28K 0.01%
813
183
$28K 0.01%
500
-1,000
184
$28K 0.01%
352
185
$28K 0.01%
1,000
-19
186
$25K 0.01%
582
187
$25K 0.01%
396
188
$25K 0.01%
2,426
189
$24K ﹤0.01%
250
190
$24K ﹤0.01%
300
191
$24K ﹤0.01%
500
192
$23K ﹤0.01%
638
193
$22K ﹤0.01%
322
194
$22K ﹤0.01%
423
-2,000
195
$22K ﹤0.01%
522
196
$22K ﹤0.01%
175
197
$21K ﹤0.01%
398
198
$21K ﹤0.01%
910
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199
$21K ﹤0.01%
204
200
$21K ﹤0.01%
400
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8
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