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
326
$11K ﹤0.01%
283
327
$10K ﹤0.01%
224
-337
328
$10K ﹤0.01%
40
329
$10K ﹤0.01%
+105
330
$10K ﹤0.01%
+132
331
$10K ﹤0.01%
650
-8,126
332
$10K ﹤0.01%
+148
333
$9K ﹤0.01%
+114
334
$8K ﹤0.01%
50
335
$8K ﹤0.01%
91
-109
336
$8K ﹤0.01%
200
337
$7K ﹤0.01%
+42
338
$7K ﹤0.01%
200
339
$7K ﹤0.01%
100
-76
340
$7K ﹤0.01%
1,099
341
$7K ﹤0.01%
100
342
$6K ﹤0.01%
+100
343
$5K ﹤0.01%
+100
344
$5K ﹤0.01%
+59
345
$5K ﹤0.01%
+45
346
$5K ﹤0.01%
83
347
$5K ﹤0.01%
+89
348
$5K ﹤0.01%
+70
349
$3K ﹤0.01%
+39
350
$3K ﹤0.01%
240
12 13
14
15 16