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
251
$45K 0.01%
400
-646
252
$44K 0.01%
850
253
$44K 0.01%
1,720
+770
254
$44K 0.01%
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-102
255
$43K 0.01%
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256
$42K 0.01%
95
257
$42K 0.01%
528
258
$42K 0.01%
484
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259
$42K 0.01%
500
260
$42K 0.01%
253
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$41K 0.01%
350
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$39K 0.01%
330
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263
$38K ﹤0.01%
500
264
$37K ﹤0.01%
582
265
$37K ﹤0.01%
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266
$36K ﹤0.01%
1,320
-110
267
$36K ﹤0.01%
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268
$36K ﹤0.01%
168
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269
$35K ﹤0.01%
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$35K ﹤0.01%
700
271
$35K ﹤0.01%
467
272
$35K ﹤0.01%
708
273
$34K ﹤0.01%
600
-1,500
274
$34K ﹤0.01%
335
275
$33K ﹤0.01%
436
9 10
11
12 13