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
401
$14K ﹤0.01%
500
402
$14K ﹤0.01%
375
403
$14K ﹤0.01%
251
404
$13K ﹤0.01%
+312
405
$13K ﹤0.01%
124
406
$13K ﹤0.01%
+245
407
$13K ﹤0.01%
49
408
$13K ﹤0.01%
365
409
$12K ﹤0.01%
96
410
$12K ﹤0.01%
160
411
$12K ﹤0.01%
80
412
$12K ﹤0.01%
80
413
$12K ﹤0.01%
62
414
$12K ﹤0.01%
243
415
$12K ﹤0.01%
150
-209
416
$12K ﹤0.01%
204
417
$12K ﹤0.01%
+210
418
$11K ﹤0.01%
92
419
$11K ﹤0.01%
+56
420
$11K ﹤0.01%
340
421
$11K ﹤0.01%
+300
422
$11K ﹤0.01%
160
423
$11K ﹤0.01%
930
+348
424
$11K ﹤0.01%
1,250
425
$10K ﹤0.01%
80
15 16
17
18 19