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
251
$38K 0.01%
650
252
$37K 0.01%
146
253
$37K 0.01%
588
+52
254
$37K 0.01%
2,091
255
$36K 0.01%
1,225
256
$35K 0.01%
1,008
+208
257
$35K 0.01%
434
-33
258
$35K 0.01%
227
+15
259
$35K 0.01%
686
-6
260
$35K 0.01%
100
+80
261
$35K 0.01%
250
-3
262
$34K ﹤0.01%
389
263
$34K ﹤0.01%
1,372
+260
264
$33K ﹤0.01%
335
-96
265
$33K ﹤0.01%
700
266
$33K ﹤0.01%
+996
267
$33K ﹤0.01%
+1,875
268
$32K ﹤0.01%
626
+126
269
$32K ﹤0.01%
+800
270
$32K ﹤0.01%
539
-313
271
$32K ﹤0.01%
580
+182
272
$32K ﹤0.01%
543
273
$31K ﹤0.01%
209
-294
274
$31K ﹤0.01%
609
-185
275
$30K ﹤0.01%
275
-100
9 10
11
12 13