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
126
$195K 0.03%
1,706
+967
127
$177K 0.02%
3,856
+581
128
$175K 0.02%
9,558
+1,533
129
$174K 0.02%
3,780
+1,455
130
$173K 0.02%
2,310
+210
131
$173K 0.02%
4,049
132
$172K 0.02%
4,396
-308
133
$170K 0.02%
1,447
134
$167K 0.02%
1,792
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135
$161K 0.02%
1,496
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136
$159K 0.02%
926
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137
$152K 0.02%
4,000
138
$148K 0.02%
1,692
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139
$142K 0.02%
1,740
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140
$139K 0.02%
1,700
141
$132K 0.02%
+10,105
142
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143
$127K 0.02%
1,032
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144
$126K 0.02%
+4,659
145
$126K 0.02%
+1,358
146
$126K 0.02%
+4,750
147
$125K 0.02%
1,733
+60
148
$124K 0.02%
1,589
+4
149
$124K 0.02%
1,038
-34
150
$120K 0.02%
2,007
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