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
$769M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$2.49M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.22M
5
TTE icon
TotalEnergies
TTE
+$1.22M

Top Sells

1
+$7.12M
2
+$7.1M
3
+$3.19M
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$1.53M
5
SHW icon
Sherwin-Williams
SHW
+$811K

Sector Composition

1 Technology 17.74%
2 Financials 15.32%
3 Healthcare 11.76%
4 Consumer Discretionary 11.66%
5 Industrials 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62K 0.01%
500
227
$62K 0.01%
3,300
228
$59K 0.01%
1,713
229
$59K 0.01%
497
230
$58K 0.01%
+2,919
231
$58K 0.01%
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232
$57K 0.01%
634
233
$57K 0.01%
+1,667
234
$55K 0.01%
1,958
235
$53K 0.01%
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236
$53K 0.01%
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237
$52K 0.01%
700
238
$51K 0.01%
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239
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240
$50K 0.01%
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241
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242
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243
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244
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245
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247
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300
248
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249
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250
$45K 0.01%
5,000
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10
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