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
$1.34B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.45M
3
+$1.23M
4
TSM icon
TSMC
TSM
+$1.17M
5
HD icon
Home Depot
HD
+$1.15M

Top Sells

1
+$904K
2
+$712K
3
+$481K
4
ISRG icon
Intuitive Surgical
ISRG
+$423K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$275K

Sector Composition

1 Technology 21.23%
2 Healthcare 15.2%
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
CAT icon
51
Caterpillar
CAT
$350B
$1.58M 0.12%
6,442
+1,700
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.04T
$1.44M 0.11%
4,220
+545
ORLY icon
53
O'Reilly Automotive
ORLY
$80B
$1.34M 0.1%
21,120
-1,545
GOOG icon
54
Alphabet (Google) Class C
GOOG
$3.71T
$1.29M 0.1%
10,628
+4,390
XOM icon
55
Exxon Mobil
XOM
$643B
$1.22M 0.09%
11,372
+2,329
VUG icon
56
Vanguard Growth ETF
VUG
$195B
$1.15M 0.09%
4,050
-400
LOW icon
57
Lowe's Companies
LOW
$144B
$976K 0.07%
4,323
+160
AMGN icon
58
Amgen
AMGN
$208B
$917K 0.07%
4,129
+900
CSX icon
59
CSX Corp
CSX
$80.3B
$871K 0.07%
25,553
+14,850
ICLN icon
60
iShares Global Clean Energy ETF
ICLN
$2.13B
$860K 0.06%
46,717
+2,100
FNDB icon
61
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.17B
$821K 0.06%
43,413
+1,023
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$695B
$794K 0.06%
1,790
+81
SPYG icon
63
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$793K 0.06%
13,000
IBM icon
64
IBM
IBM
$224B
$788K 0.06%
5,889
HUM icon
65
Humana
HUM
$22.5B
$782K 0.06%
1,750
MRK icon
66
Merck
MRK
$300B
$775K 0.06%
6,719
ORCL icon
67
Oracle
ORCL
$429B
$774K 0.06%
6,497
+167
BAC icon
68
Bank of America
BAC
$359B
$730K 0.05%
25,452
+20,000
TJX icon
69
TJX Companies
TJX
$180B
$709K 0.05%
8,361
-450
MDY icon
70
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.7B
$702K 0.05%
1,465
AON icon
71
Aon
AON
$72.4B
$692K 0.05%
2,005
BMY icon
72
Bristol-Myers Squibb
BMY
$127B
$687K 0.05%
10,749
+900
NEE icon
73
NextEra Energy
NEE
$193B
$661K 0.05%
8,913
+1,500
KO icon
74
Coca-Cola
KO
$345B
$659K 0.05%
10,946
+646
DIS icon
75
Walt Disney
DIS
$185B
$651K 0.05%
7,297
-1,034
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3
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