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
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71K 0.01%
+1,426
202
$71K 0.01%
+1,375
203
$71K 0.01%
+631
204
$70K 0.01%
1,772
205
$70K 0.01%
+1,500
206
$70K 0.01%
1,333
+1,085
207
$70K 0.01%
2,735
-1,080
208
$68K 0.01%
622
-14
209
$67K 0.01%
277
210
$67K 0.01%
437
-953
211
$66K 0.01%
+601
212
$66K 0.01%
2,394
-17,101
213
$65K 0.01%
2,400
214
$65K 0.01%
1,200
-1,000
215
$64K 0.01%
+1,988
216
$64K 0.01%
3,300
217
$63K 0.01%
1,250
218
$63K 0.01%
3,624
-364
219
$63K 0.01%
+3,070
220
$61K 0.01%
743
221
$60K 0.01%
+1,168
222
$59K 0.01%
800
223
$59K 0.01%
+4,428
224
$58K 0.01%
367
225
$58K 0.01%
+10,096
7 8
9
10 11