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
$531M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.1M
3
+$6.17M
4
DG icon
Dollar General
DG
+$3.93M
5
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$3.17M

Top Sells

1
+$13.7M
2
+$7.86M
3
+$7.7M
4
SO icon
Southern Company
SO
+$6.22M
5
CAT icon
Caterpillar
CAT
+$5.64M

Sector Composition

1 Healthcare 15.6%
2 Technology 9.62%
3 Energy 6.76%
4 Materials 5.63%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K ﹤0.01%
101
-200
227
$15K ﹤0.01%
533
-1,246
228
$15K ﹤0.01%
110
229
$15K ﹤0.01%
380
230
$14K ﹤0.01%
+206
231
$14K ﹤0.01%
292
232
$13K ﹤0.01%
+123
233
$13K ﹤0.01%
500
234
$13K ﹤0.01%
286
-282
235
$12K ﹤0.01%
+242
236
$11K ﹤0.01%
+136
237
$11K ﹤0.01%
400
238
$11K ﹤0.01%
454
239
$10K ﹤0.01%
+200
240
$9K ﹤0.01%
750
-750
241
$8K ﹤0.01%
200
242
$8K ﹤0.01%
51
243
$8K ﹤0.01%
100
-100
244
$8K ﹤0.01%
+300
245
$7K ﹤0.01%
130
246
$7K ﹤0.01%
+108
247
$6K ﹤0.01%
+102
248
$6K ﹤0.01%
130
249
$6K ﹤0.01%
+65
250
$6K ﹤0.01%
109
8 9
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