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
$703M
AUM Growth
-$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.46M
3
+$2.54M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.39M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.99M

Top Sells

1
+$13.3M
2
+$10.6M
3
+$7.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.58M
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$7.34M

Sector Composition

1 Technology 13.9%
2 Healthcare 8.96%
3 Consumer Discretionary 8.3%
4 Financials 7.29%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.01%
508
227
$51K 0.01%
1,506
-1,078
228
$50K 0.01%
1,158
-2,698
229
$50K 0.01%
651
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230
$49K 0.01%
+1,300
231
$49K 0.01%
287
232
$48K 0.01%
240
233
$46K 0.01%
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234
$44K 0.01%
235
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235
$43K 0.01%
1,554
236
$42K 0.01%
+700
237
$42K 0.01%
500
-100
238
$41K 0.01%
500
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239
$41K 0.01%
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240
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241
$40K 0.01%
300
242
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600
243
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244
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245
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246
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247
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580
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248
$39K 0.01%
775
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249
$38K 0.01%
1,000
-1,000
250
$38K 0.01%
600
-650
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10
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