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
$1.24B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.23M
3
+$2.21M
4
UNP icon
Union Pacific
UNP
+$2.01M
5
NKE icon
Nike
NKE
+$1.24M

Top Sells

1
+$4.83M
2
+$996K
3
+$992K
4
SHW icon
Sherwin-Williams
SHW
+$691K
5
LIN icon
Linde
LIN
+$566K

Sector Composition

1 Technology 19.99%
2 Healthcare 15.23%
3 Financials 11.33%
4 Consumer Discretionary 10.61%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$108K 0.01%
1,463
+308
202
$106K 0.01%
1,588
+39
203
$106K 0.01%
1,671
+362
204
$106K 0.01%
907
+88
205
$105K 0.01%
4,894
+245
206
$104K 0.01%
3,717
207
$101K 0.01%
1,914
+1,539
208
$99K 0.01%
880
209
$99K 0.01%
1,250
-175
210
$92K 0.01%
1,591
211
$91K 0.01%
305
212
$90K 0.01%
4,582
+820
213
$90K 0.01%
1,127
214
$90K 0.01%
1,332
215
$88K 0.01%
204
+149
216
$88K 0.01%
801
+35
217
$88K 0.01%
1,121
+721
218
$87K 0.01%
+3,173
219
$86K 0.01%
2,024
220
$86K 0.01%
+645
221
$85K 0.01%
9,983
-2,500
222
$81K 0.01%
1,342
223
$78K 0.01%
300
+75
224
$76K 0.01%
604
-200
225
$73K 0.01%
1,000
7 8
9
10 11