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
301
$22K ﹤0.01%
1,300
-2,000
302
$22K ﹤0.01%
+721
303
$22K ﹤0.01%
204
304
$22K ﹤0.01%
1,000
305
$21K ﹤0.01%
160
-51
306
$20K ﹤0.01%
378
+118
307
$20K ﹤0.01%
152
308
$20K ﹤0.01%
+243
309
$19K ﹤0.01%
+385
310
$18K ﹤0.01%
391
+83
311
$18K ﹤0.01%
160
+57
312
$18K ﹤0.01%
+325
313
$18K ﹤0.01%
+74
314
$17K ﹤0.01%
300
315
$17K ﹤0.01%
163
+44
316
$16K ﹤0.01%
117
+42
317
$16K ﹤0.01%
345
+165
318
$16K ﹤0.01%
+918
319
$16K ﹤0.01%
+915
320
$16K ﹤0.01%
266
321
$16K ﹤0.01%
+277
322
$16K ﹤0.01%
227
+17
323
$16K ﹤0.01%
273
324
$16K ﹤0.01%
940
-2,000
325
$16K ﹤0.01%
+300
11 12
13
14 15