VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
-13.46%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$631M
AUM Growth
-$119M
(-16%)
Cap. Flow
-$9.1M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
30.41%
Holding
533
New
79
Increased
80
Reduced
123
Closed
105
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$15.7M |
| 2 |
Linde
LIN
|
$13.7M |
| 3 |
TotalEnergies
TTE
|
$11M |
| 4 |
Liberty Broadband Class C
LBRDK
|
$10.9M |
| 5 |
Biogen
BIIB
|
$10.7M |
Top Sells
| 1 |
SPDR S&P Bank ETF
KBE
|
$17.6M |
| 2 |
GRES
IQ ARB Global Resources
GRES
|
$14.1M |
| 3 |
PX
Praxair Inc
PX
|
$13.5M |
| 4 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
$11.8M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$11.5M |
Sector Composition
| 1 | Technology | 14.9% |
| 2 | Healthcare | 14.21% |
| 3 | Financials | 12.77% |
| 4 | Industrials | 9.1% |
| 5 | Consumer Staples | 8.45% |
