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
276
$48K ﹤0.01%
6,861
277
$47K ﹤0.01%
607
+130
278
$47K ﹤0.01%
222
279
$47K ﹤0.01%
523
280
$45K ﹤0.01%
558
281
$44K ﹤0.01%
390
282
$44K ﹤0.01%
523
+64
283
$43K ﹤0.01%
1,490
+133
284
$42K ﹤0.01%
590
285
$41K ﹤0.01%
664
286
$41K ﹤0.01%
2,547
+2,200
287
$41K ﹤0.01%
1,025
288
$41K ﹤0.01%
425
289
$40K ﹤0.01%
500
-500
290
$40K ﹤0.01%
1,640
-236
291
$40K ﹤0.01%
500
292
$40K ﹤0.01%
382
293
$39K ﹤0.01%
624
294
$39K ﹤0.01%
258
+58
295
$39K ﹤0.01%
2,339
+339
296
$38K ﹤0.01%
660
297
$38K ﹤0.01%
890
+100
298
$37K ﹤0.01%
+550
299
$37K ﹤0.01%
840
+770
300
$37K ﹤0.01%
512
+22
10 11
12
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