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
$523M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.23M
3
+$2.43M
4
FSLR icon
First Solar
FSLR
+$2.01M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$10.1M
2
+$1.45M
3
+$604K
4
DG icon
Dollar General
DG
+$541K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$475K

Sector Composition

1 Technology 11.63%
2 Healthcare 9.69%
3 Consumer Staples 6.89%
4 Financials 6.2%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 5.19%
1,141,763
+15,630
2
$18.5M 3.55%
869,366
-11,667
3
$15.5M 2.96%
713,062
-21,850
4
$15.1M 2.9%
519,201
+6,715
5
$14.5M 2.77%
359,157
+3,535
6
$14.1M 2.7%
551,477
+8,515
7
$12.8M 2.44%
236,322
-1,780
8
$12.4M 2.37%
129,442
+1,285
9
$12.3M 2.35%
481,203
+204,918
10
$12.2M 2.33%
406,616
+2,188
11
$11.4M 2.18%
100,612
-3,065
12
$9.67M 1.85%
173,175
+206
13
$9.36M 1.79%
99,877
-3,889
14
$9.18M 1.76%
97,635
-5,760
15
$9.04M 1.73%
397,101
+2,338
16
$8.94M 1.71%
374,156
-25,276
17
$8.66M 1.66%
139,875
-3,305
18
$8.58M 1.64%
277,894
-7,377
19
$8.54M 1.63%
312,258
-6,600
20
$8.48M 1.62%
1,008,850
+29,650
21
$8.45M 1.62%
97,375
-2,282
22
$8.43M 1.61%
179,575
+135
23
$8.34M 1.6%
119,123
-65
24
$8.31M 1.59%
70,106
-1,292
25
$8.31M 1.59%
78,406
-903
1
2 3 4 5