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
$353M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.21M
3
+$2.05M
4
T icon
AT&T
T
+$1.62M
5
CB
CHUBB CORPORATION
CB
+$1.56M

Top Sells

1
+$7.71M
2
+$5.35M
3
+$4.47M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.13M
5
AAPL icon
Apple
AAPL
+$401K

Sector Composition

1 Healthcare 13.94%
2 Energy 11.23%
3 Technology 9.35%
4 Materials 6.56%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 4.54%
652,333
+34,030
2
$15.6M 4.43%
257,617
+6,610
3
$12.8M 3.63%
107,214
+7,124
4
$12.4M 3.52%
438,567
+17,135
5
$10.1M 2.86%
281,957
-6,131
6
$9.85M 2.79%
325,904
+19,520
7
$9.51M 2.69%
197,520
+1,645
8
$8.46M 2.39%
231,353
+80
9
$8.16M 2.31%
132,123
+5,290
10
$8.15M 2.31%
478,548
-23,576
11
$8.14M 2.3%
63,517
+102
12
$7.86M 2.22%
131,927
+2,670
13
$7.78M 2.2%
304,671
+63,561
14
$7.66M 2.17%
125,682
+21,606
15
$7.66M 2.17%
248,237
+21,545
16
$7.55M 2.14%
102,559
+12,060
17
$7.5M 2.12%
71,845
+1,290
18
$7.46M 2.11%
209,676
+5,540
19
$6.9M 1.95%
82,702
+865
20
$6.52M 1.84%
114,868
+1,760
21
$6.2M 1.76%
119,787
+20,710
22
$6.14M 1.74%
234,734
-13,120
23
$6M 1.7%
49,938
+2,045
24
$5.84M 1.65%
239,521
+6,413
25
$5.84M 1.65%
67,598
+117
1
2 3 4 5