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
$1.34B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.59M
3 +$1.27M
4
ABT icon
Abbott
ABT
+$1.26M
5
HD icon
Home Depot
HD
+$1.21M

Top Sells

1 +$983K
2 +$792K
3 +$478K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$474K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$291K

Sector Composition

1 Technology 21.23%
2 Healthcare 15.19%
3 Industrials 12.35%
4 Financials 11.52%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PNC icon
251
PNC Financial Services
PNC
$75.3B
$63K ﹤0.01%
+500
NVO icon
252
Novo Nordisk
NVO
$211B
$61K ﹤0.01%
752
TXT icon
253
Textron
TXT
$14.5B
$61K ﹤0.01%
896
D icon
254
Dominion Energy
D
$51.5B
$60K ﹤0.01%
1,155
SBUX icon
255
Starbucks
SBUX
$96.9B
$60K ﹤0.01%
604
+520
DG icon
256
Dollar General
DG
$24.2B
$58K ﹤0.01%
340
CI icon
257
Cigna
CI
$73.2B
$57K ﹤0.01%
204
-186
MET icon
258
MetLife
MET
$50.3B
$57K ﹤0.01%
+1,000
TEL icon
259
TE Connectivity
TEL
$67.5B
$56K ﹤0.01%
400
PLUG icon
260
Plug Power
PLUG
$2.94B
$55K ﹤0.01%
5,250
IBMP icon
261
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$584M
$54K ﹤0.01%
2,170
MO icon
262
Altria Group
MO
$98.7B
$54K ﹤0.01%
1,202
STLD icon
263
Steel Dynamics
STLD
$24.5B
$54K ﹤0.01%
500
SLF icon
264
Sun Life Financial
SLF
$32.1B
$53K ﹤0.01%
1,025
RXI icon
265
iShares Global Consumer Discretionary ETF
RXI
$461M
$53K ﹤0.01%
340
-45
MS icon
266
Morgan Stanley
MS
$269B
$52K ﹤0.01%
613
SCHP icon
267
Schwab US TIPS ETF
SCHP
$14.7B
$52K ﹤0.01%
1,972
LTC
268
LTC Properties
LTC
$1.71B
$50K ﹤0.01%
1,500
ESGV icon
269
Vanguard ESG US Stock ETF
ESGV
$11.8B
$49K ﹤0.01%
624
SO icon
270
Southern Company
SO
$98B
$49K ﹤0.01%
700
DJT icon
271
Trump Media & Technology Group
DJT
$3.13B
$49K ﹤0.01%
+3,900
BSCW icon
272
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.17B
$48K ﹤0.01%
2,401
-525
BGFV
273
DELISTED
Big 5 Sporting Goods
BGFV
$46K ﹤0.01%
+5,000
DSI icon
274
iShares MSCI KLD 400 Social ETF
DSI
$5.01B
$46K ﹤0.01%
550
AKAM icon
275
Akamai
AKAM
$12.5B
$45K ﹤0.01%
500
-200