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
$760M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.27M
3
+$2.98M
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$2.45M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.43M

Top Sells

1
+$12.9M
2
+$7.92M
3
+$5.59M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$4.81M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.54M

Sector Composition

1 Technology 12.54%
2 Healthcare 7.79%
3 Consumer Staples 7.57%
4 Consumer Discretionary 7.11%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
+100
377
$4K ﹤0.01%
+760
378
$4K ﹤0.01%
150
379
$4K ﹤0.01%
+80
380
$4K ﹤0.01%
+300
381
$4K ﹤0.01%
+100
382
$3K ﹤0.01%
21
+3
383
$3K ﹤0.01%
30
384
$3K ﹤0.01%
25
385
$2K ﹤0.01%
+100
386
$2K ﹤0.01%
200
387
$2K ﹤0.01%
+100
388
$2K ﹤0.01%
17
389
$2K ﹤0.01%
+150
390
$2K ﹤0.01%
+65
391
$2K ﹤0.01%
+2,000
392
$1K ﹤0.01%
+23
393
$1K ﹤0.01%
+49
394
$1K ﹤0.01%
+26
395
$1K ﹤0.01%
+25
396
– –
-400
397
– –
-958
398
– –
-110
399
– –
-159
400
– –
-37,285
13 14 15
16
17