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
$1.06B
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.91M
3
+$1.83M
4
AWK icon
American Water Works
AWK
+$1.73M
5
ACN icon
Accenture
ACN
+$1.61M

Top Sells

1
+$13.4M
2
+$8.93M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$1.12M
5
TTE icon
TotalEnergies
TTE
+$752K

Sector Composition

1 Technology 17.76%
2 Healthcare 17.38%
3 Industrials 11.89%
4 Financials 10.9%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83K 0.01%
1,641
227
$83K 0.01%
1,250
228
$83K 0.01%
1,670
+914
229
$83K 0.01%
3,410
+1,160
230
$82K 0.01%
+4,075
231
$81K 0.01%
3,240
232
$81K 0.01%
960
+19
233
$81K 0.01%
5,311
+1,865
234
$79K 0.01%
174
235
$79K 0.01%
3,085
-418
236
$78K 0.01%
3,230
+1,440
237
$78K 0.01%
3,390
+2,280
238
$78K 0.01%
3,565
+2,990
239
$78K 0.01%
253
240
$78K 0.01%
644
+114
241
$76K 0.01%
3,200
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242
$74K 0.01%
1,280
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243
$74K 0.01%
8,733
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244
$73K 0.01%
+856
245
$73K 0.01%
543
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246
$72K 0.01%
2,000
247
$71K 0.01%
3,717
248
$70K 0.01%
577
+327
249
$69K 0.01%
32
250
$69K 0.01%
1,704
+71
8 9
10
11 12