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
501
$3K ﹤0.01%
+20
502
$3K ﹤0.01%
28
503
$3K ﹤0.01%
34
-41
504
$3K ﹤0.01%
177
505
$3K ﹤0.01%
+66
506
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8
507
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200
508
$3K ﹤0.01%
+70
509
$3K ﹤0.01%
107
-739
510
$3K ﹤0.01%
46
-7
511
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67
-18
512
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25
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513
$3K ﹤0.01%
48
514
$2K ﹤0.01%
+174
515
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51
516
$2K ﹤0.01%
106
-105
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$2K ﹤0.01%
+40
518
$2K ﹤0.01%
51
519
$2K ﹤0.01%
110
-1,739
520
$2K ﹤0.01%
5
-1,011
521
$1K ﹤0.01%
+36
522
$1K ﹤0.01%
+31
523
$1K ﹤0.01%
100
524
$1K ﹤0.01%
+182
525
$1K ﹤0.01%
+100
19 20
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