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
151
$115K 0.02%
950
+110
152
$114K 0.02%
1,750
153
$112K 0.01%
534
+134
154
$112K 0.01%
1,425
155
$112K 0.01%
1,062
+62
156
$110K 0.01%
1,002
+535
157
$109K 0.01%
1,550
+300
158
$107K 0.01%
2,186
159
$107K 0.01%
5,063
160
$104K 0.01%
2,584
+2,134
161
$101K 0.01%
+718
162
$100K 0.01%
1,759
+246
163
$99K 0.01%
625
164
$99K 0.01%
2,624
165
$98K 0.01%
1,250
166
$94K 0.01%
1,159
+4
167
$93K 0.01%
+600
168
$93K 0.01%
+455
169
$93K 0.01%
598
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170
$93K 0.01%
360
171
$92K 0.01%
930
172
$91K 0.01%
+2,159
173
$90K 0.01%
+2,003
174
$90K 0.01%
+5,014
175
$89K 0.01%
+500
5 6
7
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