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
126
$213K 0.03%
+1,794
127
$209K 0.03%
1,450
128
$208K 0.03%
1,834
+1,307
129
$205K 0.03%
526
+283
130
$198K 0.03%
736
131
$196K 0.03%
2,159
132
$196K 0.03%
4,956
+789
133
$195K 0.03%
4,322
+76
134
$195K 0.03%
9,186
+485
135
$193K 0.03%
2,382
+1,289
136
$191K 0.02%
4,945
+2,945
137
$191K 0.02%
8,876
-1,008
138
$189K 0.02%
+6,143
139
$183K 0.02%
2,342
140
$180K 0.02%
1,298
+598
141
$180K 0.02%
8,408
-155
142
$177K 0.02%
6,435
-95
143
$177K 0.02%
3,000
-28
144
$176K 0.02%
3,484
+440
145
$169K 0.02%
3,450
146
$168K 0.02%
795
+495
147
$168K 0.02%
1,300
148
$167K 0.02%
1,325
149
$163K 0.02%
5,063
150
$161K 0.02%
903
+253
4 5
6
7 8