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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$114K 0.01%
+2,322
177
$112K 0.01%
7,996
-2,543
178
$111K 0.01%
1,425
179
$111K 0.01%
+1,900
180
$109K 0.01%
8,160
+160
181
$109K 0.01%
1,277
+58
182
$109K 0.01%
1,005
183
$109K 0.01%
+2,794
184
$108K 0.01%
2,030
-45
185
$107K 0.01%
800
186
$107K 0.01%
+639
187
$106K 0.01%
700
188
$103K 0.01%
1,000
-300
189
$102K 0.01%
12,483
-10,830
190
$99K 0.01%
4,649
+2,967
191
$98K 0.01%
1,549
-1,416
192
$98K 0.01%
1,127
-1,020
193
$98K 0.01%
750
194
$96K 0.01%
880
195
$95K 0.01%
819
196
$94K 0.01%
773
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197
$94K 0.01%
804
198
$90K 0.01%
1,290
199
$90K 0.01%
1,591
200
$88K 0.01%
1,155
-500
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