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
326
$15K ﹤0.01%
375
327
$15K ﹤0.01%
+100
328
$14K ﹤0.01%
375
329
$14K ﹤0.01%
+199
330
$14K ﹤0.01%
230
331
$14K ﹤0.01%
+250
332
$14K ﹤0.01%
374
333
$13K ﹤0.01%
+85
334
$13K ﹤0.01%
+141
335
$13K ﹤0.01%
+11
336
$13K ﹤0.01%
200
-200
337
$13K ﹤0.01%
124
+33
338
$12K ﹤0.01%
504
339
$12K ﹤0.01%
190
340
$12K ﹤0.01%
+398
341
$12K ﹤0.01%
620
-100
342
$12K ﹤0.01%
+163
343
$12K ﹤0.01%
200
344
$12K ﹤0.01%
248
345
$12K ﹤0.01%
+46
346
$12K ﹤0.01%
230
347
$11K ﹤0.01%
+184
348
$11K ﹤0.01%
434
+284
349
$11K ﹤0.01%
175
-35,763
350
$11K ﹤0.01%
130
12 13
14
15 16