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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36K 0.01%
300
-200
177
$36K 0.01%
300
178
$35K 0.01%
4,500
-930
179
$35K 0.01%
245
-68
180
$34K 0.01%
780
181
$34K 0.01%
+1,871
182
$34K 0.01%
468
183
$33K 0.01%
600
184
$33K 0.01%
400
185
$32K 0.01%
+1,300
186
$32K 0.01%
+650
187
$31K 0.01%
275
-2
188
$30K 0.01%
400
189
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550
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190
$30K 0.01%
2,000
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191
$30K 0.01%
352
192
$29K 0.01%
275
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193
$29K 0.01%
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194
$29K 0.01%
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195
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196
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400
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197
$29K 0.01%
450
198
$28K ﹤0.01%
175
199
$28K ﹤0.01%
2,000
200
$27K ﹤0.01%
300
6 7
8
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