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
351
$11K ﹤0.01%
375
-111
352
$11K ﹤0.01%
+110
353
$11K ﹤0.01%
+103
354
$10K ﹤0.01%
1,000
355
$10K ﹤0.01%
+1,736
356
$10K ﹤0.01%
+200
357
$10K ﹤0.01%
399
358
$10K ﹤0.01%
82
359
$10K ﹤0.01%
+75
360
$10K ﹤0.01%
+445
361
$9K ﹤0.01%
50
362
$9K ﹤0.01%
+37
363
$9K ﹤0.01%
+86
364
$9K ﹤0.01%
204
-84
365
$9K ﹤0.01%
+438
366
$9K ﹤0.01%
+83
367
$9K ﹤0.01%
+63
368
$9K ﹤0.01%
168
-232
369
$9K ﹤0.01%
357
370
$9K ﹤0.01%
54
371
$8K ﹤0.01%
+174
372
$8K ﹤0.01%
120
-53
373
$8K ﹤0.01%
270
+170
374
$8K ﹤0.01%
100
-88
375
$8K ﹤0.01%
71
-15,889
13 14
15
16 17