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
$506M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.3M
3
+$6.76M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$6.24M
5
EOG icon
EOG Resources
EOG
+$5.68M

Top Sells

1
+$15.3M
2
+$6.85M
3
+$6.22M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.69M
5
NOV icon
NOV
NOV
+$5.41M

Sector Composition

1 Healthcare 16.03%
2 Technology 8.59%
3 Energy 7.03%
4 Consumer Staples 6.31%
5 Materials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58K 0.01%
+2,845
177
$57K 0.01%
320
178
$57K 0.01%
550
179
$56K 0.01%
500
180
$55K 0.01%
+1,416
181
$54K 0.01%
750
182
$53K 0.01%
200
183
$53K 0.01%
1,100
184
$52K 0.01%
503
+100
185
$52K 0.01%
1,150
+200
186
$51K 0.01%
2,054
187
$49K 0.01%
1,779
188
$48K 0.01%
300
189
$48K 0.01%
+651
190
$48K 0.01%
1,000
191
$47K 0.01%
3,500
192
$47K 0.01%
1,195
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193
$46K 0.01%
550
194
$44K 0.01%
400
195
$43K 0.01%
301
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196
$42K 0.01%
535
197
$41K 0.01%
765
198
$40K 0.01%
394
199
$39K 0.01%
335
-14
200
$39K 0.01%
590
-81,817
6 7
8
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