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
26
$12M 1.57%
54,123
+4,591
27
$11.9M 1.56%
474,030
-41,428
28
$11.8M 1.55%
335,252
+21,099
29
$11.7M 1.54%
420,548
-91,298
30
$11.7M 1.53%
+184,263
31
$11.6M 1.53%
138,735
+3,692
32
$11.6M 1.52%
291,549
-9,126
33
$11M 1.45%
192,300
+12,165
34
$10.9M 1.43%
70,482
+3,046
35
$10.9M 1.43%
429,825
+96,730
36
$10.6M 1.4%
133,557
+5,267
37
$10.5M 1.38%
98,489
+5,681
38
$9.93M 1.31%
106,809
-256
39
$9.47M 1.25%
70,600
-548
40
$9.21M 1.21%
63,010
+9,612
41
$8.31M 1.09%
170,159
+17,852
42
$7.98M 1.05%
288,012
+29,378
43
$7.78M 1.02%
306,535
+60,164
44
$7.62M 1%
300,532
+47,578
45
$7.45M 0.98%
60,262
+680
46
$6.42M 0.84%
252,479
+55,132
47
$6.15M 0.81%
291,811
+78,551
48
$5.78M 0.76%
225,177
+61,390
49
$4.98M 0.65%
235,220
+39,130
50
$4.51M 0.59%
216,153
+70,598
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