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
151
$158K 0.02%
6,206
-600
152
$155K 0.02%
1,700
153
$154K 0.02%
1,157
+125
154
$153K 0.02%
2,000
155
$152K 0.02%
3,261
156
$152K 0.02%
1,455
-570
157
$150K 0.02%
2,100
158
$150K 0.02%
600
159
$145K 0.02%
10,105
160
$143K 0.02%
3,412
161
$143K 0.02%
12,354
+9,804
162
$142K 0.02%
625
163
$142K 0.02%
2,936
-10,824
164
$142K 0.02%
7,053
-2,660
165
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1,799
+1,076
166
$138K 0.02%
5,000
167
$137K 0.02%
1,780
168
$137K 0.02%
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169
$136K 0.02%
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170
$136K 0.02%
1,500
+1,000
171
$133K 0.02%
1,320
172
$131K 0.02%
+2,569
173
$130K 0.02%
1,358
174
$128K 0.02%
1,750
175
$127K 0.02%
757
5 6
7
8 9