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
126
$215K 0.03%
2,267
+108
127
$215K 0.03%
4,025
-600
128
$215K 0.03%
2,400
+900
129
$213K 0.03%
3,126
+1,565
130
$213K 0.03%
3,500
131
$207K 0.03%
1,360
132
$205K 0.03%
3,440
+500
133
$204K 0.03%
3,000
134
$200K 0.03%
1,866
+166
135
$195K 0.03%
4,543
136
$187K 0.02%
11,164
+10,154
137
$182K 0.02%
4,230
-274
138
$180K 0.02%
1,968
139
$179K 0.02%
1,300
140
$179K 0.02%
3,299
+791
141
$179K 0.02%
1,680
142
$175K 0.02%
8,450
+475
143
$174K 0.02%
8,439
+30
144
$173K 0.02%
2,543
+134
145
$172K 0.02%
1,187
146
$170K 0.02%
1,016
147
$166K 0.02%
560
148
$161K 0.02%
2,100
149
$161K 0.02%
4,000
150
$158K 0.02%
1,285
4 5
6
7 8