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
DE icon
326
Deere & Co
DE
$127B
$25K ﹤0.01%
61
VWO icon
327
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$25K ﹤0.01%
612
-3,900
INMU icon
328
BlackRock Intermediate Muni Income Bond ETF
INMU
$216M
$24K ﹤0.01%
1,040
+200
LEA icon
329
Lear
LEA
$5.59B
$24K ﹤0.01%
166
ULTA icon
330
Ulta Beauty
ULTA
$24.6B
$24K ﹤0.01%
51
XLRE icon
331
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
$24K ﹤0.01%
625
-1,020
HL icon
332
Hecla Mining
HL
$11.7B
$23K ﹤0.01%
+4,500
VT icon
333
Vanguard Total World Stock ETF
VT
$57.1B
$23K ﹤0.01%
236
AIN icon
334
Albany International
AIN
$1.35B
$22K ﹤0.01%
241
CVS icon
335
CVS Health
CVS
$98.5B
$22K ﹤0.01%
317
-1,974
ED icon
336
Consolidated Edison
ED
$35B
$22K ﹤0.01%
+249
IWO icon
337
iShares Russell 2000 Growth ETF
IWO
$12.9B
$22K ﹤0.01%
90
MGC icon
338
Vanguard Mega Cap 300 Index ETF
MGC
$9.05B
$22K ﹤0.01%
140
URI icon
339
United Rentals
URI
$51B
$22K ﹤0.01%
49
AG icon
340
First Majestic Silver
AG
$7.8B
$21K ﹤0.01%
+3,800
MP icon
341
MP Materials
MP
$10.8B
$21K ﹤0.01%
+900
SITE icon
342
SiteOne Landscape Supply
SITE
$5.93B
$21K ﹤0.01%
124
MAR icon
343
Marriott International
MAR
$81.8B
$20K ﹤0.01%
108
SNY icon
344
Sanofi
SNY
$121B
$20K ﹤0.01%
375
WBA
345
DELISTED
Walgreens Boots Alliance
WBA
$20K ﹤0.01%
700
ADI icon
346
Analog Devices
ADI
$134B
$19K ﹤0.01%
+100
IGIB icon
347
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$19K ﹤0.01%
367
+117
SLVM icon
348
Sylvamo
SLVM
$1.88B
$19K ﹤0.01%
481
SNOW icon
349
Snowflake
SNOW
$88B
$19K ﹤0.01%
110
BSCS icon
350
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.04B
$18K ﹤0.01%
915