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
$531M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.1M
3
+$6.17M
4
DG icon
Dollar General
DG
+$3.93M
5
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$3.17M

Top Sells

1
+$13.7M
2
+$7.86M
3
+$7.7M
4
SO icon
Southern Company
SO
+$6.22M
5
CAT icon
Caterpillar
CAT
+$5.64M

Sector Composition

1 Healthcare 15.6%
2 Technology 9.62%
3 Energy 6.76%
4 Materials 5.63%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47K 0.01%
+349
177
$45K 0.01%
1,195
178
$44K 0.01%
400
179
$43K 0.01%
960
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180
$42K 0.01%
+1,461
181
$42K 0.01%
550
182
$42K 0.01%
765
183
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535
184
$39K 0.01%
1,265
-8,455
185
$38K 0.01%
531
186
$37K 0.01%
750
187
$36K 0.01%
525
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188
$36K 0.01%
820
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189
$35K 0.01%
2,940
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190
$35K 0.01%
1,000
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191
$34K 0.01%
600
192
$34K 0.01%
400
193
$34K 0.01%
275
194
$33K 0.01%
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195
$32K 0.01%
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196
$30K 0.01%
521
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197
$29K 0.01%
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198
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300
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400
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200
$29K 0.01%
1,470
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