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
$1.31B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.64M
3
+$1.91M
4
ALLE icon
Allegion
ALLE
+$1.85M
5
CCI icon
Crown Castle
CCI
+$1.7M

Top Sells

1
+$10.3M
2
+$7.37M
3
+$6.41M
4
ECL icon
Ecolab
ECL
+$5.68M
5
ABBV icon
AbbVie
ABBV
+$1.98M

Sector Composition

1 Technology 18.61%
2 Healthcare 16.3%
3 Financials 12.04%
4 Industrials 9.81%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$176K 0.01%
8,802
+2,135
177
$176K 0.01%
2,132
-569
178
$174K 0.01%
4,532
-2,238
179
$169K 0.01%
3,668
-762
180
$168K 0.01%
911
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181
$166K 0.01%
1,100
-53
182
$165K 0.01%
5,750
+500
183
$165K 0.01%
+3,000
184
$163K 0.01%
2,800
185
$160K 0.01%
2,200
186
$156K 0.01%
350
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187
$153K 0.01%
+1,506
188
$153K 0.01%
500
-300
189
$153K 0.01%
1,139
-2
190
$152K 0.01%
2,638
-245
191
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2,550
192
$150K 0.01%
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193
$149K 0.01%
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194
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-1,092
195
$149K 0.01%
8,124
+1,100
196
$149K 0.01%
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197
$147K 0.01%
1,635
198
$147K 0.01%
1,355
-2,651
199
$146K 0.01%
+2,380
200
$146K 0.01%
6,200
6 7
8
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