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
$750M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.9M
3
+$2.94M
4
BAC icon
Bank of America
BAC
+$2.07M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.83M

Top Sells

1
+$11.7M
2
+$10.8M
3
+$5.31M
4
IBMG
iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
+$1.28M
5
LRCX icon
Lam Research
LRCX
+$876K

Sector Composition

1 Technology 16.11%
2 Healthcare 11.7%
3 Financials 9.91%
4 Consumer Discretionary 7.77%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$35K ﹤0.01%
360
302
$35K ﹤0.01%
+464
303
$35K ﹤0.01%
1,225
304
$34K ﹤0.01%
528
305
$34K ﹤0.01%
340
+118
306
$34K ﹤0.01%
209
307
$34K ﹤0.01%
600
-205,710
308
$34K ﹤0.01%
700
309
$34K ﹤0.01%
1,905
+30
310
$34K ﹤0.01%
420
-85
311
$33K ﹤0.01%
595
312
$33K ﹤0.01%
182
313
$32K ﹤0.01%
800
314
$32K ﹤0.01%
+800
315
$32K ﹤0.01%
528
+229
316
$32K ﹤0.01%
500
-600
317
$32K ﹤0.01%
609
318
$32K ﹤0.01%
525
319
$31K ﹤0.01%
+856
320
$30K ﹤0.01%
500
321
$30K ﹤0.01%
4,320
322
$29K ﹤0.01%
600
323
$29K ﹤0.01%
196
+34
324
$28K ﹤0.01%
195
+78
325
$27K ﹤0.01%
+2,037
11 12
13
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