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
$423M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.79M
3
+$5.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.72M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.38M

Top Sells

1
+$9.64M
2
+$8.83M
3
+$8.13M
4
JBL icon
Jabil
JBL
+$4.02M
5
CAT icon
Caterpillar
CAT
+$1.72M

Sector Composition

1 Healthcare 14.64%
2 Energy 9.58%
3 Technology 7.61%
4 Materials 6.28%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.01%
1,000
202
$26K 0.01%
+1,100
203
$26K 0.01%
300
204
$26K 0.01%
417
-105
205
$25K 0.01%
+2,108
206
$25K 0.01%
426
207
$25K 0.01%
500
-33
208
$25K 0.01%
1,485
209
$25K 0.01%
568
210
$24K 0.01%
+75
211
$24K 0.01%
400
-400
212
$24K 0.01%
+290
213
$24K 0.01%
870
214
$23K 0.01%
704
+423
215
$22K 0.01%
+270
216
$22K 0.01%
+340
217
$21K 0.01%
+1,278
218
$20K ﹤0.01%
250
-355
219
$20K ﹤0.01%
200
220
$20K ﹤0.01%
200
221
$19K ﹤0.01%
280
222
$18K ﹤0.01%
+750
223
$18K ﹤0.01%
160
224
$17K ﹤0.01%
500
225
$16K ﹤0.01%
+400
7 8
9
10 11