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
126
$254K 0.02%
12,759
-140
127
$252K 0.02%
1,131
128
$249K 0.02%
1,040
129
$249K 0.02%
2,852
+740
130
$248K 0.02%
5,733
-2,175
131
$246K 0.02%
3,000
-156
132
$244K 0.02%
1,806
133
$238K 0.02%
2,107
+52
134
$237K 0.02%
1,016
135
$234K 0.02%
650
-24
136
$227K 0.02%
1,357
+97
137
$226K 0.02%
1,200
138
$223K 0.02%
6,240
139
$222K 0.02%
205
140
$222K 0.02%
1,650
141
$220K 0.02%
1,600
142
$214K 0.02%
1,185
+63
143
$209K 0.02%
1,537
+378
144
$202K 0.02%
2,123
+332
145
$200K 0.02%
7,725
-345
146
$196K 0.02%
10,539
+1,312
147
$196K 0.02%
15,000
148
$187K 0.02%
700
149
$187K 0.02%
+39,298
150
$182K 0.02%
2,750
4 5
6
7 8