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
351
$21K ﹤0.01%
343
352
$21K ﹤0.01%
113
+39
353
$21K ﹤0.01%
+130
354
$21K ﹤0.01%
702
355
$20K ﹤0.01%
4,303
356
$20K ﹤0.01%
61
+45
357
$20K ﹤0.01%
+160
358
$20K ﹤0.01%
166
359
$20K ﹤0.01%
1,000
360
$19K ﹤0.01%
400
-400
361
$19K ﹤0.01%
90
362
$19K ﹤0.01%
135
-2
363
$19K ﹤0.01%
110
364
$19K ﹤0.01%
128
+73
365
$19K ﹤0.01%
236
366
$19K ﹤0.01%
+260
367
$19K ﹤0.01%
265
368
$18K ﹤0.01%
151
-279
369
$18K ﹤0.01%
+229
370
$18K ﹤0.01%
58
-58
371
$18K ﹤0.01%
+684
372
$18K ﹤0.01%
891
+296
373
$18K ﹤0.01%
335
+50
374
$17K ﹤0.01%
+480
375
$17K ﹤0.01%
60
13 14
15
16 17