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
$685M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.25M
3
+$7.83M
4
V icon
Visa
V
+$6.76M
5
BR icon
Broadridge
BR
+$6.27M

Top Sells

1
+$13.2M
2
+$9.67M
3
+$8.67M
4
EOG icon
EOG Resources
EOG
+$8.29M
5
CBSH icon
Commerce Bancshares
CBSH
+$3.94M

Sector Composition

1 Technology 19.02%
2 Healthcare 16.16%
3 Financials 12.66%
4 Consumer Discretionary 10.8%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66K 0.01%
1,000
177
$65K 0.01%
700
-600
178
$64K 0.01%
751
-1,150
179
$60K 0.01%
500
-306
180
$60K 0.01%
779
+145
181
$59K 0.01%
340
-560
182
$59K 0.01%
685
-115
183
$59K 0.01%
2,779
-1,686
184
$56K 0.01%
1,200
185
$56K 0.01%
245
-175
186
$53K 0.01%
2,750
-2,500
187
$53K 0.01%
2,000
188
$53K 0.01%
8,000
189
$52K 0.01%
3,000
190
$52K 0.01%
1,783
-345
191
$52K 0.01%
+972
192
$50K 0.01%
367
-322
193
$49K 0.01%
2,012
-200
194
$49K 0.01%
880
195
$49K 0.01%
700
-219
196
$48K 0.01%
2,024
197
$48K 0.01%
1,000
-1,089
198
$46K 0.01%
1,713
199
$46K 0.01%
1,358
-1,540
200
$46K 0.01%
1,900
-29,050
6 7
8
9 10