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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$137K 0.01%
4,376
+3,466
177
$134K 0.01%
700
178
$129K 0.01%
2,380
179
$128K 0.01%
2,098
+68
180
$128K 0.01%
2,730
-441
181
$127K 0.01%
2,794
182
$125K 0.01%
773
183
$124K 0.01%
514
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184
$122K 0.01%
7,014
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185
$121K 0.01%
2,152
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186
$121K 0.01%
1,635
187
$121K 0.01%
3,000
-100
188
$120K 0.01%
+2,391
189
$120K 0.01%
1,312
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190
$120K 0.01%
1,005
191
$117K 0.01%
1,000
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192
$117K 0.01%
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193
$116K 0.01%
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194
$115K 0.01%
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195
$113K 0.01%
7,934
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196
$112K 0.01%
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197
$111K 0.01%
1,430
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198
$110K 0.01%
4,228
+1,636
199
$109K 0.01%
1,404
+445
200
$109K 0.01%
400
-100
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