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
$506M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.3M
3
+$6.76M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$6.24M
5
EOG icon
EOG Resources
EOG
+$5.68M

Top Sells

1
+$15.3M
2
+$6.85M
3
+$6.22M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.69M
5
NOV icon
NOV
NOV
+$5.41M

Sector Composition

1 Healthcare 16.03%
2 Technology 8.59%
3 Energy 7.03%
4 Consumer Staples 6.31%
5 Materials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K ﹤0.01%
380
252
$12K ﹤0.01%
+336
253
$12K ﹤0.01%
300
-300
254
$12K ﹤0.01%
132
255
$12K ﹤0.01%
+393
256
$12K ﹤0.01%
+292
257
$12K ﹤0.01%
+150
258
$11K ﹤0.01%
+200
259
$11K ﹤0.01%
+200
260
$10K ﹤0.01%
50
-4
261
$10K ﹤0.01%
400
-400
262
$10K ﹤0.01%
454
263
$9K ﹤0.01%
51
264
$7K ﹤0.01%
211
265
$7K ﹤0.01%
+200
266
$7K ﹤0.01%
+250
267
$7K ﹤0.01%
130
268
$7K ﹤0.01%
109
269
$6K ﹤0.01%
45
+32
270
$6K ﹤0.01%
130
271
$6K ﹤0.01%
164
272
$5K ﹤0.01%
50
273
$5K ﹤0.01%
+40
274
$5K ﹤0.01%
121
275
$5K ﹤0.01%
124
9 10
11
12 13