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
$1.12B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.3M
3
+$10.4M
4
V icon
Visa
V
+$2.61M
5
ABT icon
Abbott
ABT
+$2.32M

Top Sells

1
+$8.3M
2
+$4.36M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.86M
5
FRC
First Republic Bank
FRC
+$2.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.54%
3 Financials 11.49%
4 Consumer Discretionary 10.49%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87K 0.01%
305
+105
202
$84K 0.01%
1,309
+520
203
$82K 0.01%
3,717
204
$80K 0.01%
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205
$79K 0.01%
+1,342
206
$79K 0.01%
3,445
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207
$77K 0.01%
1,400
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208
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209
$76K 0.01%
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210
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211
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212
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213
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214
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215
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216
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217
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218
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219
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221
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222
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1,235
223
$61K 0.01%
393
224
$60K 0.01%
800
225
$59K 0.01%
1,988
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