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
$703M
AUM Growth
-$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.46M
3
+$2.54M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.39M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.99M

Top Sells

1
+$13.3M
2
+$10.6M
3
+$7.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.58M
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$7.34M

Sector Composition

1 Technology 13.9%
2 Healthcare 8.96%
3 Consumer Discretionary 8.3%
4 Financials 7.29%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$192K 0.03%
4,594
+545
127
$191K 0.03%
3,000
-240
128
$182K 0.03%
4,043
-75
129
$180K 0.03%
1,122
+524
130
$172K 0.02%
2,310
131
$171K 0.02%
610
+250
132
$166K 0.02%
1,990
+257
133
$163K 0.02%
8,775
-783
134
$163K 0.02%
1,855
+63
135
$155K 0.02%
1,871
+131
136
$151K 0.02%
1,040
+1,019
137
$150K 0.02%
4,000
138
$149K 0.02%
6,050
+2,900
139
$145K 0.02%
1,700
140
$144K 0.02%
2,000
-1,000
141
$143K 0.02%
1,358
142
$143K 0.02%
14,985
+7,700
143
$143K 0.02%
3,512
-884
144
$142K 0.02%
2,710
-1,316
145
$139K 0.02%
890
-36
146
$138K 0.02%
1,548
-756
147
$133K 0.02%
10,105
148
$133K 0.02%
642
+354
149
$126K 0.02%
725
+100
150
$126K 0.02%
1,673
+95
4 5
6
7 8