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
276
$30K ﹤0.01%
+300
277
$30K ﹤0.01%
325
278
$30K ﹤0.01%
+400
279
$29K ﹤0.01%
+600
280
$29K ﹤0.01%
+1,002
281
$28K ﹤0.01%
689
282
$27K ﹤0.01%
479
283
$26K ﹤0.01%
582
284
$26K ﹤0.01%
+171
285
$26K ﹤0.01%
+731
286
$26K ﹤0.01%
430
-500
287
$26K ﹤0.01%
163
+63
288
$25K ﹤0.01%
822
+652
289
$25K ﹤0.01%
260
290
$25K ﹤0.01%
225
-2
291
$25K ﹤0.01%
4,320
+3,560
292
$24K ﹤0.01%
+165
293
$23K ﹤0.01%
2,426
294
$23K ﹤0.01%
+740
295
$23K ﹤0.01%
400
-5
296
$22K ﹤0.01%
347
-55,991
297
$22K ﹤0.01%
1,000
298
$22K ﹤0.01%
243
+40
299
$22K ﹤0.01%
408
-11
300
$22K ﹤0.01%
250
10 11
12
13 14