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
$1.16B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$16.8M
3
+$5.44M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.77M
5
HD icon
Home Depot
HD
+$1.48M

Top Sells

1
+$13.5M
2
+$3.63M
3
+$2.29M
4
UNH icon
UnitedHealth
UNH
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.1M

Sector Composition

1 Healthcare 18.56%
2 Technology 17.01%
3 Industrials 11.35%
4 Financials 10.47%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$111K 0.01%
3,937
202
$111K 0.01%
1,046
-2,483
203
$109K 0.01%
486
+145
204
$109K 0.01%
600
205
$107K 0.01%
750
206
$103K 0.01%
390
207
$103K 0.01%
8,539
208
$102K 0.01%
880
209
$100K 0.01%
766
210
$99K 0.01%
2,024
211
$97K 0.01%
2,437
+1,235
212
$95K 0.01%
1,250
213
$95K 0.01%
273
+121
214
$94K 0.01%
1,500
-1,500
215
$92K 0.01%
3,240
+685
216
$91K 0.01%
1,000
217
$91K 0.01%
1,641
218
$91K 0.01%
3,503
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219
$89K 0.01%
2,613
-360
220
$89K 0.01%
517
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221
$88K 0.01%
5,810
-2,540
222
$87K 0.01%
5,250
-500
223
$84K 0.01%
174
+79
224
$84K 0.01%
2,005
225
$83K 0.01%
253
7 8
9
10 11