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
451
$8K ﹤0.01%
92
452
$7K ﹤0.01%
80
453
$7K ﹤0.01%
78
454
$7K ﹤0.01%
260
-160
455
$7K ﹤0.01%
43
456
$7K ﹤0.01%
+90
457
$7K ﹤0.01%
18
458
$7K ﹤0.01%
227
459
$7K ﹤0.01%
88
-20
460
$6K ﹤0.01%
100
461
$6K ﹤0.01%
31
462
$6K ﹤0.01%
+316
463
$6K ﹤0.01%
441
+30
464
$6K ﹤0.01%
+52
465
$6K ﹤0.01%
115
466
$6K ﹤0.01%
140
467
$6K ﹤0.01%
115
468
$6K ﹤0.01%
115
469
$6K ﹤0.01%
+196
470
$6K ﹤0.01%
19
471
$6K ﹤0.01%
260
-260
472
$6K ﹤0.01%
+72
473
$6K ﹤0.01%
200
474
$5K ﹤0.01%
227
-64
475
$5K ﹤0.01%
81
-7
17 18
19
20 21