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
426
$10K ﹤0.01%
410
427
$10K ﹤0.01%
+112
428
$10K ﹤0.01%
49
-3
429
$10K ﹤0.01%
91
430
$10K ﹤0.01%
+172
431
$10K ﹤0.01%
58
432
$10K ﹤0.01%
+350
433
$9K ﹤0.01%
+169
434
$9K ﹤0.01%
+116
435
$9K ﹤0.01%
+175
436
$9K ﹤0.01%
270
+74
437
$9K ﹤0.01%
391
438
$9K ﹤0.01%
50
439
$9K ﹤0.01%
149
+74
440
$8K ﹤0.01%
62
441
$8K ﹤0.01%
236
-68
442
$8K ﹤0.01%
91
-4
443
$8K ﹤0.01%
80
444
$8K ﹤0.01%
50
445
$8K ﹤0.01%
+155
446
$8K ﹤0.01%
50
447
$8K ﹤0.01%
+26
448
$8K ﹤0.01%
+370
449
$8K ﹤0.01%
+84
450
$8K ﹤0.01%
175
16 17
18
19 20