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
$493M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.76M
3
+$1.84M
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$1.12M
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$1.09M

Top Sells

1
+$13.7M
2
+$9.33M
3
+$8.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.13M
5
GRES
IQ ARB Global Resources
GRES
+$1.17M

Sector Composition

1 Technology 12.6%
2 Healthcare 12.57%
3 Financials 7.1%
4 Industrials 4.89%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K ﹤0.01%
200
227
$15K ﹤0.01%
252
228
$13K ﹤0.01%
700
229
$12K ﹤0.01%
50
230
$12K ﹤0.01%
750
231
$12K ﹤0.01%
100
232
$11K ﹤0.01%
200
233
$11K ﹤0.01%
453
234
$10K ﹤0.01%
70
235
$10K ﹤0.01%
400
236
$10K ﹤0.01%
120
237
$10K ﹤0.01%
286
238
$9K ﹤0.01%
153
239
$9K ﹤0.01%
+271
240
$9K ﹤0.01%
150
241
$8K ﹤0.01%
51
242
$8K ﹤0.01%
108
243
$7K ﹤0.01%
130
244
$6K ﹤0.01%
56
-144
245
$6K ﹤0.01%
130
246
$6K ﹤0.01%
300
247
$5K ﹤0.01%
+90
248
$4K ﹤0.01%
50
249
$3K ﹤0.01%
80
250
$3K ﹤0.01%
80
8 9
10
11 12