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
101
$321K 0.04%
5,986
+4,261
102
$309K 0.04%
+1,750
103
$305K 0.04%
2,855
+258
104
$302K 0.04%
3,812
-810
105
$295K 0.04%
2,005
+1,851
106
$293K 0.04%
3,502
-5
107
$289K 0.04%
1,636
+645
108
$282K 0.04%
1,050
109
$269K 0.04%
+1,612
110
$268K 0.04%
3,313
-57
111
$266K 0.04%
3,316
+484
112
$262K 0.03%
4,980
+2,120
113
$261K 0.03%
1,650
114
$256K 0.03%
5,554
+1,556
115
$251K 0.03%
3,566
116
$244K 0.03%
4,118
+400
117
$244K 0.03%
4,026
+1,216
118
$240K 0.03%
2,304
-750
119
$231K 0.03%
3,000
120
$222K 0.03%
+3,784
121
$219K 0.03%
2,700
122
$216K 0.03%
3,240
123
$201K 0.03%
5,256
124
$200K 0.03%
+2,536
125
$197K 0.03%
1,253
+603
3 4
5
6 7