VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
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
+$13.6M
2
+$2.53M
3
+$2.35M
4
TTE icon
TotalEnergies
TTE
+$1.21M
5
UNH icon
UnitedHealth
UNH
+$1.19M

Top Sells

1
+$7.78M
2
+$6.87M
3
+$3.18M
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$1.51M
5
SHW icon
Sherwin-Williams
SHW
+$753K

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
276
$32K ﹤0.01%
225
-29
277
$32K ﹤0.01%
318
-141
278
$32K ﹤0.01%
1,161
-308
279
$30K ﹤0.01%
590
280
$29K ﹤0.01%
226
281
$29K ﹤0.01%
704
+411
282
$29K ﹤0.01%
398
283
$27K ﹤0.01%
+321
284
$27K ﹤0.01%
740
285
$27K ﹤0.01%
400
286
$26K ﹤0.01%
940
287
$26K ﹤0.01%
+462
288
$24K ﹤0.01%
450
289
$24K ﹤0.01%
90
290
$24K ﹤0.01%
+151
291
$23K ﹤0.01%
167
-400
292
$23K ﹤0.01%
82
293
$23K ﹤0.01%
959
294
$22K ﹤0.01%
350
295
$22K ﹤0.01%
200
-2,800
296
$22K ﹤0.01%
800
-475
297
$21K ﹤0.01%
+354
298
$21K ﹤0.01%
+425
299
$21K ﹤0.01%
389
300
$20K ﹤0.01%
200
10 11
12
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