VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
This Quarter Return
-0.38%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$552M
AUM Growth
+$552M
(+4.1%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
5.7%
Top 10 Holdings %
Top 10 Hldgs %
30%
Holding
297
New
37
Increased
76
Reduced
50
Closed
16
Top Buys
| 1 |
Lam Research
LRCX
|
$6.99M |
| 2 |
Union Pacific
UNP
|
$4.12M |
| 3 |
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
|
$3.62M |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$3.14M |
| 5 |
Dollar General
DG
|
$2.07M |
Top Sells
| 1 |
Vanguard FTSE Pacific ETF
VPL
|
$2.03M |
| 2 |
Dollar Tree
DLTR
|
$1.6M |
| 3 |
Verizon
VZ
|
$1.18M |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
$1.17M |
| 5 |
Bausch Health
BHC
|
$1.04M |
Sector Composition
| 1 | Healthcare | 15.46% |
| 2 | Technology | 10.51% |
| 3 | Energy | 6.28% |
| 4 | Financials | 5.83% |
| 5 | Materials | 5.47% |
