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
$863M
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$8.26M
4
EOG icon
EOG Resources
EOG
+$3.6M
5
HD icon
Home Depot
HD
+$2.68M

Top Sells

1
+$5.73M
2
+$2.55M
3
+$2.5M
4
COP icon
ConocoPhillips
COP
+$2.32M
5
ALLE icon
Allegion
ALLE
+$1.78M

Sector Composition

1 Technology 18.08%
2 Financials 14.64%
3 Healthcare 12.76%
4 Industrials 12.35%
5 Consumer Discretionary 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$101K 0.01%
3,014
202
$100K 0.01%
800
+200
203
$99K 0.01%
806
+306
204
$98K 0.01%
+1,600
205
$97K 0.01%
1,732
206
$97K 0.01%
490
207
$96K 0.01%
3,300
+2,000
208
$95K 0.01%
1,045
209
$91K 0.01%
279
210
$89K 0.01%
+1,830
211
$89K 0.01%
+3,000
212
$89K 0.01%
+2,807
213
$88K 0.01%
+6,000
214
$88K 0.01%
1,100
215
$87K 0.01%
4,237
+937
216
$87K 0.01%
1,000
217
$86K 0.01%
880
218
$85K 0.01%
919
219
$84K 0.01%
1,491
+1,137
220
$83K 0.01%
2,212
-1,000
221
$83K 0.01%
+5,000
222
$83K 0.01%
1,313
223
$82K 0.01%
899
+66
224
$82K 0.01%
2,000
-2,945
225
$82K 0.01%
+1,000
7 8
9
10 11