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
101
$312K 0.04%
2,080
+4
102
$308K 0.04%
3,128
-77
103
$306K 0.04%
5,135
104
$306K 0.04%
+7,829
105
$300K 0.04%
6,000
-63
106
$298K 0.04%
1,770
+330
107
$289K 0.04%
6,121
+240
108
$286K 0.04%
2,202
109
$284K 0.04%
1,650
110
$283K 0.04%
11,475
111
$281K 0.04%
1,829
112
$257K 0.03%
8,350
113
$247K 0.03%
3,450
114
$247K 0.03%
11,901
+110
115
$241K 0.03%
11,938
+1,065
116
$239K 0.03%
11,318
-2,500
117
$238K 0.03%
1,781
118
$238K 0.03%
2,077
+308
119
$233K 0.03%
3,438
+38
120
$227K 0.03%
1,612
121
$225K 0.03%
26,151
+1,800
122
$223K 0.03%
8,807
-341
123
$222K 0.03%
8,210
+2
124
$220K 0.03%
2,532
125
$216K 0.03%
2,700
3 4
5
6 7