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
$353M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.21M
3
+$2.05M
4
T icon
AT&T
T
+$1.62M
5
CB
CHUBB CORPORATION
CB
+$1.56M

Top Sells

1
+$7.71M
2
+$5.35M
3
+$4.47M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.13M
5
AAPL icon
Apple
AAPL
+$401K

Sector Composition

1 Healthcare 13.94%
2 Energy 11.23%
3 Technology 9.35%
4 Materials 6.56%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K ﹤0.01%
132
202
$10K ﹤0.01%
1,920
203
$9K ﹤0.01%
+200
204
$8K ﹤0.01%
200
205
$8K ﹤0.01%
200
206
$7K ﹤0.01%
450
-675
207
$7K ﹤0.01%
+100
208
$7K ﹤0.01%
109
-98
209
$6K ﹤0.01%
+100
210
$6K ﹤0.01%
70
211
$6K ﹤0.01%
220
-700
212
$5K ﹤0.01%
130
213
$5K ﹤0.01%
130
214
$5K ﹤0.01%
80
215
$4K ﹤0.01%
100
216
$4K ﹤0.01%
100
217
$3K ﹤0.01%
100
218
– –
0
219
– –
-234
220
– –
-1,890
221
– –
-308
222
– –
-400
223
– –
-130
224
– –
-1,068
225
– –
-1,412
7 8
9
10 11