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
1
$42.7M 3.69%
83,197
-2,904
2
$41.8M 3.61%
306,025
-1,187
3
$39.8M 3.43%
154,823
-489
4
$37.3M 3.21%
243,304
-7,212
5
$36.4M 3.14%
131,092
+1,163
6
$36.1M 3.11%
331,816
+7,332
7
$33.9M 2.93%
172,323
+4,703
8
$33.6M 2.9%
122,589
+5,407
9
$33.1M 2.85%
155,155
+2,857
10
$32.9M 2.84%
291,958
+10,966
11
$29M 2.5%
438,565
-2,338
12
$28.9M 2.49%
271,851
+4,171
13
$28.1M 2.43%
181,306
-3,435
14
$27M 2.33%
161,866
+353
15
$26.7M 2.3%
110,294
-553
16
$26.6M 2.3%
173,948
+5,527
17
$26.4M 2.28%
770,797
-3,237
18
$25.9M 2.24%
492,435
+4,783
19
$25.4M 2.19%
88,243
+170
20
$24.3M 2.1%
104,472
+1,687
21
$22.7M 1.96%
787,783
-79,258
22
$22.7M 1.96%
134,656
+5,226
23
$21.9M 1.89%
236,014
+2,790
24
$21.7M 1.87%
146,047
+4,182
25
$21.5M 1.86%
186,159
+15,282
1
2 3 4 5