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
176
$113K 0.01%
5,365
-3,580
177
$112K 0.01%
689
+322
178
$112K 0.01%
420
-205
179
$110K 0.01%
2,375
-200
180
$110K 0.01%
2,241
181
$109K 0.01%
1,215
+679
182
$106K 0.01%
2,235
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183
$106K 0.01%
1,425
184
$102K 0.01%
+1,412
185
$102K 0.01%
1,450
186
$101K 0.01%
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187
$100K 0.01%
5,250
188
$98K 0.01%
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189
$98K 0.01%
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190
$97K 0.01%
450
191
$96K 0.01%
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192
$95K 0.01%
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193
$95K 0.01%
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194
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195
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1,990
+1,140
196
$92K 0.01%
987
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197
$89K 0.01%
3,014
198
$89K 0.01%
490
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199
$88K 0.01%
575
-125
200
$87K 0.01%
3,360
+1,050
6 7
8
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