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
101
$269K 0.04%
3,670
+2,897
102
$257K 0.03%
4,640
103
$256K 0.03%
9,018
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104
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2,700
105
$253K 0.03%
2,326
-130
106
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2,115
+215
107
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1,081
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108
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8,630
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109
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10,320
110
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+13,047
111
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4,299
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112
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-5,268
113
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1,781
114
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3,760
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115
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1,754
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116
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117
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118
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119
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120
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121
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535
122
$219K 0.03%
735
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123
$219K 0.03%
1,213
-73
124
$218K 0.03%
1,392
125
$214K 0.03%
1,943
+253
3 4
5
6 7