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
$914M
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$2.29M
3
+$1.54M
4
PEP icon
PepsiCo
PEP
+$915K
5
LHX icon
L3Harris
LHX
+$901K

Top Sells

1
+$3.45M
2
+$3.07M
3
+$2.6M
4
NKE icon
Nike
NKE
+$1.29M
5
CHD icon
Church & Dwight Co
CHD
+$800K

Sector Composition

1 Technology 19.52%
2 Healthcare 16.01%
3 Consumer Discretionary 12.04%
4 Industrials 11.31%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$101K 0.01%
300
-61
177
$99K 0.01%
2,750
178
$99K 0.01%
+1,000
179
$97K 0.01%
650
180
$96K 0.01%
2,686
-600
181
$91K 0.01%
2,097
182
$90K 0.01%
774
183
$89K 0.01%
2,485
-297
184
$89K 0.01%
1,680
185
$86K 0.01%
+1,221
186
$86K 0.01%
737
-75
187
$85K 0.01%
+300
188
$85K 0.01%
804
189
$78K 0.01%
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190
$77K 0.01%
2,000
191
$76K 0.01%
3,000
192
$73K 0.01%
1,231
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193
$72K 0.01%
887
194
$72K 0.01%
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195
$70K 0.01%
1,486
196
$70K 0.01%
+5,250
197
$69K 0.01%
3,014
198
$69K 0.01%
1,332
199
$66K 0.01%
+410
200
$65K 0.01%
132
-20
6 7
8
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