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
$568M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.63M
3
+$642K
4
PEP icon
PepsiCo
PEP
+$638K
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$530K

Top Sells

1
+$2.68M
2
+$2.15M
3
+$1.81M
4
MDT icon
Medtronic
MDT
+$1.53M
5
IAU icon
iShares Gold Trust
IAU
+$1.42M

Sector Composition

1 Technology 11.04%
2 Healthcare 8.03%
3 Consumer Staples 7.4%
4 Financials 6.81%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K ﹤0.01%
531
-106
202
$26K ﹤0.01%
225
203
$26K ﹤0.01%
275
204
$26K ﹤0.01%
500
205
$25K ﹤0.01%
633
-180
206
$25K ﹤0.01%
360
-140
207
$25K ﹤0.01%
300
208
$25K ﹤0.01%
425
209
$24K ﹤0.01%
+200
210
$24K ﹤0.01%
582
211
$23K ﹤0.01%
219
212
$23K ﹤0.01%
260
213
$23K ﹤0.01%
2,426
214
$22K ﹤0.01%
250
215
$22K ﹤0.01%
+800
216
$21K ﹤0.01%
275
217
$21K ﹤0.01%
310
-97
218
$20K ﹤0.01%
293
219
$20K ﹤0.01%
274
220
$20K ﹤0.01%
398
221
$20K ﹤0.01%
204
222
$19K ﹤0.01%
334
223
$19K ﹤0.01%
681
224
$19K ﹤0.01%
400
225
$19K ﹤0.01%
500
-337
7 8
9
10 11