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
376
$17K ﹤0.01%
150
377
$17K ﹤0.01%
459
+198
378
$17K ﹤0.01%
+520
379
$17K ﹤0.01%
255
-721
380
$17K ﹤0.01%
+273
381
$16K ﹤0.01%
953
382
$16K ﹤0.01%
391
383
$16K ﹤0.01%
650
384
$16K ﹤0.01%
481
385
$16K ﹤0.01%
1,115
386
$16K ﹤0.01%
123
-27
387
$15K ﹤0.01%
351
388
$15K ﹤0.01%
770
389
$15K ﹤0.01%
+93
390
$15K ﹤0.01%
+104
391
$15K ﹤0.01%
348
+218
392
$15K ﹤0.01%
312
393
$15K ﹤0.01%
233
394
$15K ﹤0.01%
143
395
$15K ﹤0.01%
+546
396
$15K ﹤0.01%
+232
397
$14K ﹤0.01%
152
+117
398
$14K ﹤0.01%
2,000
399
$14K ﹤0.01%
100
400
$14K ﹤0.01%
278
14 15
16
17 18