We are live on ! Find out more
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
$531M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.86M
3
+$6.19M
4
DG icon
Dollar General
DG
+$3.68M
5
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$3.17M

Top Sells

1
+$13.7M
2
+$7.63M
3
+$7.2M
4
SO icon
Southern Company
SO
+$6.6M
5
CAT icon
Caterpillar
CAT
+$5.82M

Sector Composition

1 Healthcare 15.6%
2 Technology 9.62%
3 Energy 6.76%
4 Materials 5.63%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-100
302
– –
-1,500
303
– –
-400
304
– –
-2,000
305
– –
-18
306
– –
-750
307
– –
-31
308
– –
-2,054
309
– –
-2,500
310
– –
-50
311
– –
-41
312
– –
-200
313
– –
-454
314
– –
-211
315
– –
-3,600
316
– –
-200
317
– –
-35
318
– –
-45
319
– –
-2,794
9 10 11 12
13