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
$750M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.1M
3
+$2.66M
4
BAC icon
Bank of America
BAC
+$2.14M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.82M

Top Sells

1
+$10.9M
2
+$10.7M
3
+$5.18M
4
IBMG
iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
+$1.28M
5
LRCX icon
Lam Research
LRCX
+$986K

Sector Composition

1 Technology 16.11%
2 Healthcare 11.7%
3 Financials 9.91%
4 Consumer Discretionary 7.77%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76K 0.01%
1,100
227
$75K 0.01%
3,795
+1,300
228
$75K 0.01%
203
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229
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210
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230
$73K 0.01%
1,250
231
$73K 0.01%
658
232
$73K 0.01%
728
233
$73K 0.01%
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234
$73K 0.01%
631
235
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236
$72K 0.01%
908
237
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800
238
$70K 0.01%
340
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239
$70K 0.01%
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240
$67K 0.01%
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241
$67K 0.01%
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242
$67K 0.01%
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243
$67K 0.01%
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244
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246
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247
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248
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262
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249
$62K 0.01%
550
250
$61K 0.01%
700
8 9
10
11 12