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
$451M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.45M
3
+$1.17M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$6.15M
2
+$5.6M
3
+$5.36M
4
VOD icon
Vodafone
VOD
+$1.41M
5
HAL icon
Halliburton
HAL
+$1.15M

Sector Composition

1 Healthcare 14.62%
2 Energy 9.85%
3 Technology 6.31%
4 Materials 5.97%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K 0.01%
600
-2,800
202
$23K 0.01%
500
203
$22K ﹤0.01%
507
+200
204
$22K ﹤0.01%
+431
205
$21K ﹤0.01%
250
206
$21K ﹤0.01%
1,278
207
$19K ﹤0.01%
750
208
$19K ﹤0.01%
200
209
$19K ﹤0.01%
160
210
$19K ﹤0.01%
+376
211
$18K ﹤0.01%
200
212
$16K ﹤0.01%
380
213
$16K ﹤0.01%
200
214
$13K ﹤0.01%
325
215
$12K ﹤0.01%
132
216
$12K ﹤0.01%
475
217
$11K ﹤0.01%
+425
218
$10K ﹤0.01%
250
-250
219
$10K ﹤0.01%
+400
220
$10K ﹤0.01%
454
+12
221
$10K ﹤0.01%
297
222
$9K ﹤0.01%
91
+50
223
$9K ﹤0.01%
200
224
$8K ﹤0.01%
50
225
$8K ﹤0.01%
400
-335
7 8
9
10 11