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
$500M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.26M
3
+$4.11M
4
ALLE icon
Allegion
ALLE
+$2.89M
5
NKE icon
Nike
NKE
+$1.96M

Top Sells

1
+$7.35M
2
+$6.83M
3
+$5.89M
4
NVS icon
Novartis
NVS
+$5.16M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$3.88M

Sector Composition

1 Technology 12.62%
2 Healthcare 10.21%
3 Consumer Staples 6.75%
4 Financials 6.23%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$20K ﹤0.01%
400
202
$20K ﹤0.01%
500
203
$20K ﹤0.01%
689
204
$17K ﹤0.01%
+275
205
$16K ﹤0.01%
101
206
$16K ﹤0.01%
4,000
207
$16K ﹤0.01%
200
208
$15K ﹤0.01%
533
-800
209
$14K ﹤0.01%
159
210
$14K ﹤0.01%
225
-94,714
211
$12K ﹤0.01%
440
-13
212
$12K ﹤0.01%
100
213
$11K ﹤0.01%
200
214
$11K ﹤0.01%
750
215
$11K ﹤0.01%
286
216
$9K ﹤0.01%
150
217
$8K ﹤0.01%
51
218
$8K ﹤0.01%
130
219
$8K ﹤0.01%
108
220
$7K ﹤0.01%
300
221
$6K ﹤0.01%
90
222
$6K ﹤0.01%
56
223
$6K ﹤0.01%
130
224
$4K ﹤0.01%
50
225
$3K ﹤0.01%
80
7 8
9
10 11