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
76
$865K 0.11%
10,116
+1,334
77
$852K 0.11%
28,000
-800
78
$816K 0.11%
+10,000
79
$788K 0.1%
12,858
+3,594
80
$725K 0.1%
5,285
+3,320
81
$677K 0.09%
5,386
82
$631K 0.08%
58,722
-3,030
83
$588K 0.08%
5,035
-190
84
$572K 0.08%
3,983
-172
85
$535K 0.07%
1,041
+146
86
$486K 0.06%
3,187
+2,592
87
$480K 0.06%
2,533
+2
88
$471K 0.06%
3,789
+193
89
$455K 0.06%
6,349
+2,197
90
$434K 0.06%
1,750
91
$422K 0.06%
7,500
92
$419K 0.06%
2,411
+1,161
93
$399K 0.05%
2,011
+1,027
94
$367K 0.05%
+1,839
95
$358K 0.05%
1,213
+271
96
$356K 0.05%
3,392
97
$346K 0.05%
11,788
+2,020
98
$341K 0.04%
8,896
+2,524
99
$338K 0.04%
6,000
100
$331K 0.04%
+7,472
2 3
4
5 6