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
51
$1.27M 0.12%
5,904
52
$1.26M 0.12%
5,911
+700
53
$1.12M 0.11%
4,210
-150
54
$988K 0.09%
2,756
+589
55
$949K 0.09%
6,394
-90,141
56
$903K 0.08%
10,346
-1,803
57
$863K 0.08%
1,778
+28
58
$859K 0.08%
10,960
+1,383
59
$832K 0.08%
16,608
60
$791K 0.07%
4,349
-2,095
61
$787K 0.07%
8,230
+2,570
62
$765K 0.07%
8,114
+2,010
63
$753K 0.07%
7,360
+340
64
$747K 0.07%
3,975
-232
65
$738K 0.07%
4,495
+30
66
$729K 0.07%
3,234
67
$708K 0.07%
3,943
-46
68
$668K 0.06%
9,399
-181
69
$662K 0.06%
11,819
+469
70
$652K 0.06%
5,489
71
$638K 0.06%
4,439
-142
72
$623K 0.06%
8,817
-1,950
73
$621K 0.06%
32,517
+4,950
74
$608K 0.06%
38,730
+630
75
$603K 0.06%
13,746
-200
1 2
3
4 5