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VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$12.3M
3
+$12.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M
5
COP icon
ConocoPhillips
COP
+$3.81M

Top Sells

1
+$21.9M
2
+$16.7M
3
+$7.38M
4
ABBV icon
AbbVie
ABBV
+$1.77M
5
ILMN icon
Illumina
ILMN
+$1.52M

Sector Composition

1 Technology 20.26%
2 Healthcare 15.57%
3 Industrials 12.25%
4 Financials 11.12%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LECO icon
251
Lincoln Electric
LECO
$14.1B
$59K ﹤0.01%
+350
T icon
252
AT&T
T
$160B
$59K ﹤0.01%
3,052
-905
INTC icon
253
Intel
INTC
$588B
$57K ﹤0.01%
1,735
+500
STLD icon
254
Steel Dynamics
STLD
$40.3B
$57K ﹤0.01%
+500
RXI icon
255
iShares Global Consumer Discretionary ETF
RXI
$266M
$56K ﹤0.01%
385
+100
AKAM icon
256
Akamai
AKAM
$19.3B
$55K ﹤0.01%
700
+200
IBMP icon
257
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$646M
$55K ﹤0.01%
2,170
+210
CC icon
258
Chemours
CC
$3.24B
$54K ﹤0.01%
+1,800
MO icon
259
Altria Group
MO
$119B
$54K ﹤0.01%
1,202
MS icon
260
Morgan Stanley
MS
$335B
$54K ﹤0.01%
613
LTC
261
LTC Properties
LTC
$1.88B
$53K ﹤0.01%
1,500
SCHP icon
262
Schwab US TIPS ETF
SCHP
$15.6B
$53K ﹤0.01%
1,972
TEL icon
263
TE Connectivity
TEL
$60.6B
$52K ﹤0.01%
400
-2,319
AVGO icon
264
Broadcom
AVGO
$1.83T
$51K ﹤0.01%
790
-390
EXC icon
265
Exelon
EXC
$46.6B
$50K ﹤0.01%
+1,200
GILD icon
266
Gilead Sciences
GILD
$156B
$50K ﹤0.01%
+600
MSM icon
267
MSC Industrial Direct
MSM
$6.45B
$50K ﹤0.01%
+600
PYPL icon
268
PayPal
PYPL
$36.4B
$49K ﹤0.01%
650
SO icon
269
Southern Company
SO
$105B
$49K ﹤0.01%
700
-1,000
ZBH icon
270
Zimmer Biomet
ZBH
$16.9B
$49K ﹤0.01%
382
SLF icon
271
Sun Life Financial
SLF
$42B
$48K ﹤0.01%
1,025
PPLT icon
272
abrdn Physical Platinum Shares ETF
PPLT
$2.05B
$46K ﹤0.01%
5,000
ESGV icon
273
Vanguard ESG US Stock ETF
ESGV
$13B
$45K ﹤0.01%
624
HMC icon
274
Honda
HMC
$35.1B
$45K ﹤0.01%
+1,713
ELV icon
275
Elevance Health
ELV
$86.7B
$44K ﹤0.01%
95
-23
9 10
11
12 13