VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
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
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.1M
3
+$2.01M
4
AWK icon
American Water Works
AWK
+$2M
5
ACN icon
Accenture
ACN
+$1.81M

Top Sells

1
+$14.4M
2
+$8.93M
3
+$2.21M
4
AAPL icon
Apple
AAPL
+$1.28M
5
TTE icon
TotalEnergies
TTE
+$812K

Sector Composition

1 Technology 17.76%
2 Healthcare 17.39%
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
526
$1K ﹤0.01%
22
527
$1K ﹤0.01%
83
528
$1K ﹤0.01%
+36
529
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530
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531
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532
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536
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541
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544
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547
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548
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549
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550
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20 21
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