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
151
$181K 0.02%
2,182
+152
152
$173K 0.02%
2,277
153
$172K 0.02%
1,125
-86
154
$171K 0.02%
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-316
155
$170K 0.02%
500
156
$165K 0.02%
3,139
-1,292
157
$165K 0.02%
3,320
+320
158
$164K 0.02%
1,766
159
$164K 0.02%
10,308
-10,800
160
$164K 0.02%
2,180
+300
161
$162K 0.02%
3,640
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162
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8,555
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163
$159K 0.01%
550
164
$153K 0.01%
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165
$150K 0.01%
493
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166
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2,020
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167
$149K 0.01%
4,532
168
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169
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644
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170
$145K 0.01%
1,688
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171
$144K 0.01%
1,725
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172
$142K 0.01%
6,200
173
$142K 0.01%
2,550
174
$142K 0.01%
1,750
+1,700
175
$141K 0.01%
2,460
-170
5 6
7
8 9