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
301
$37K ﹤0.01%
+274
302
$36K ﹤0.01%
452
303
$36K ﹤0.01%
141
+77
304
$36K ﹤0.01%
+290
305
$36K ﹤0.01%
96
+72
306
$36K ﹤0.01%
500
307
$36K ﹤0.01%
111
-162
308
$35K ﹤0.01%
487
+87
309
$35K ﹤0.01%
600
310
$34K ﹤0.01%
+1,140
311
$33K ﹤0.01%
200
312
$33K ﹤0.01%
681
313
$32K ﹤0.01%
1,235
-3,318
314
$32K ﹤0.01%
+1,062
315
$31K ﹤0.01%
173
+90
316
$31K ﹤0.01%
54
+5
317
$30K ﹤0.01%
1,048
-20
318
$30K ﹤0.01%
+524
319
$29K ﹤0.01%
175
+116
320
$29K ﹤0.01%
480
321
$29K ﹤0.01%
120
322
$28K ﹤0.01%
570
323
$28K ﹤0.01%
552
324
$28K ﹤0.01%
423
+232
325
$27K ﹤0.01%
576
+417
11 12
13
14 15