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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$105K 0.01%
1,425
177
$98K 0.01%
1,450
-1,950
178
$93K 0.01%
1,045
179
$92K 0.01%
450
-50
180
$90K 0.01%
700
181
$89K 0.01%
1,155
-165
182
$89K 0.01%
450
183
$87K 0.01%
2,100
184
$86K 0.01%
3,014
-4,673
185
$86K 0.01%
+2,428
186
$85K 0.01%
+880
187
$83K 0.01%
320
188
$83K 0.01%
800
189
$83K 0.01%
2,035
-2,678
190
$81K 0.01%
1,100
191
$80K 0.01%
714
192
$76K 0.01%
2,000
-2,000
193
$76K 0.01%
220
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194
$76K 0.01%
279
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195
$74K 0.01%
1,570
-301
196
$74K 0.01%
567
-265
197
$73K 0.01%
243
-279
198
$72K 0.01%
2,024
199
$72K 0.01%
+4,413
200
$71K 0.01%
728
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