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
51
$1.8M 0.24%
24,513
-562
52
$1.68M 0.22%
15,645
-494
53
$1.65M 0.22%
7,967
+1,829
54
$1.65M 0.22%
24,327
+17,355
55
$1.29M 0.17%
4,450
+47
56
$1.24M 0.17%
10,581
+8,599
57
$1.21M 0.16%
8,389
58
$1.06M 0.14%
8,143
+4,375
59
$972K 0.13%
6,498
-90
60
$965K 0.13%
4,657
+1,991
61
$896K 0.12%
13,378
+206
62
$889K 0.12%
43,803
-1,000
63
$851K 0.11%
17,501
+2,623
64
$840K 0.11%
33,255
-24,489
65
$801K 0.11%
6,549
+953
66
$726K 0.1%
3,237
+2,975
67
$691K 0.09%
11,955
+10,755
68
$691K 0.09%
12,338
+526
69
$663K 0.09%
4,983
70
$662K 0.09%
9,077
+487
71
$638K 0.09%
2,180
+570
72
$623K 0.08%
21,604
-184,179
73
$605K 0.08%
+9,492
74
$600K 0.08%
9,673
-600
75
$595K 0.08%
1,759
1 2
3
4 5