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
201
$86K 0.01%
840
+523
202
$86K 0.01%
919
+119
203
$84K 0.01%
1,060
+500
204
$83K 0.01%
920
-91
205
$83K 0.01%
800
206
$83K 0.01%
4,176
207
$82K 0.01%
1,100
208
$81K 0.01%
1,000
209
$81K 0.01%
279
-6
210
$81K 0.01%
1,313
+834
211
$80K 0.01%
833
+330
212
$78K 0.01%
880
213
$75K 0.01%
3,000
-2,236
214
$72K 0.01%
1,250
215
$71K 0.01%
600
+200
216
$71K 0.01%
1,250
217
$70K 0.01%
1,200
218
$70K 0.01%
1,772
219
$69K 0.01%
195
220
$69K 0.01%
771
+71
221
$68K 0.01%
+522
222
$66K 0.01%
2,024
223
$64K 0.01%
307
+47
224
$64K 0.01%
990
+381
225
$63K 0.01%
580
7 8
9
10 11