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
301
$20K ﹤0.01%
+357
302
$20K ﹤0.01%
100
303
$19K ﹤0.01%
+200
304
$19K ﹤0.01%
+411
305
$19K ﹤0.01%
625
-810
306
$19K ﹤0.01%
+815
307
$18K ﹤0.01%
75
308
$18K ﹤0.01%
239
-3,440
309
$17K ﹤0.01%
600
-300
310
$17K ﹤0.01%
408
311
$17K ﹤0.01%
+220
312
$16K ﹤0.01%
1,000
313
$16K ﹤0.01%
266
314
$16K ﹤0.01%
+400
315
$16K ﹤0.01%
200
316
$16K ﹤0.01%
200
317
$16K ﹤0.01%
+380
318
$15K ﹤0.01%
181
319
$15K ﹤0.01%
310
320
$14K ﹤0.01%
+106
321
$13K ﹤0.01%
+200
322
$12K ﹤0.01%
113
-70
323
$11K ﹤0.01%
200
-60
324
$11K ﹤0.01%
1,250
325
$11K ﹤0.01%
196
11 12
13
14 15