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
$769M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$2.49M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.22M
5
TTE icon
TotalEnergies
TTE
+$1.22M

Top Sells

1
+$7.12M
2
+$7.1M
3
+$3.19M
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$1.53M
5
SHW icon
Sherwin-Williams
SHW
+$811K

Sector Composition

1 Technology 17.74%
2 Financials 15.32%
3 Healthcare 11.76%
4 Consumer Discretionary 11.66%
5 Industrials 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.19%
11,182
+1,084
52
$918K 0.12%
5,775
-1,045
53
$911K 0.12%
12,395
+23
54
$911K 0.12%
6,032
-436
55
$878K 0.11%
2,959
-336
56
$873K 0.11%
17,669
+3,559
57
$871K 0.11%
37,700
-2,290
58
$790K 0.1%
42,203
59
$782K 0.1%
4,901
+1,227
60
$719K 0.09%
12,899
+44
61
$656K 0.09%
4,716
-382
62
$643K 0.08%
8,010
+1,532
63
$619K 0.08%
3,201
+1
64
$564K 0.07%
47,610
-8,094
65
$533K 0.07%
4,492
-200
66
$532K 0.07%
1,399
-50
67
$487K 0.06%
3,800
-1,100
68
$477K 0.06%
1,865
69
$473K 0.06%
4,227
70
$448K 0.06%
3,263
71
$442K 0.06%
5,135
72
$432K 0.06%
2,075
-483
73
$426K 0.06%
20,004
-808
74
$420K 0.05%
7,000
75
$403K 0.05%
36,956
+2,390
1 2
3
4 5