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
326
$26K ﹤0.01%
334
327
$26K ﹤0.01%
283
328
$26K ﹤0.01%
800
329
$26K ﹤0.01%
225
330
$26K ﹤0.01%
+314
331
$26K ﹤0.01%
600
332
$26K ﹤0.01%
689
333
$26K ﹤0.01%
204
334
$26K ﹤0.01%
400
335
$25K ﹤0.01%
276
336
$25K ﹤0.01%
685
337
$24K ﹤0.01%
275
338
$24K ﹤0.01%
155
-10
339
$24K ﹤0.01%
740
340
$24K ﹤0.01%
+217
341
$23K ﹤0.01%
454
+353
342
$23K ﹤0.01%
398
343
$22K ﹤0.01%
+610
344
$22K ﹤0.01%
160
345
$22K ﹤0.01%
152
346
$21K ﹤0.01%
+510
347
$20K ﹤0.01%
959
348
$20K ﹤0.01%
250
-755
349
$20K ﹤0.01%
74
350
$20K ﹤0.01%
100
12 13
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