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
$493M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.76M
3
+$1.84M
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$1.12M
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$1.09M

Top Sells

1
+$13.7M
2
+$9.33M
3
+$8.7M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.13M
5
GRES
IQ ARB Global Resources
GRES
+$1.17M

Sector Composition

1 Technology 12.6%
2 Healthcare 12.57%
3 Financials 7.1%
4 Industrials 4.89%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36K 0.01%
1,333
177
$36K 0.01%
465
178
$35K 0.01%
450
179
$35K 0.01%
1,500
-1,400
180
$34K 0.01%
+275
181
$34K 0.01%
300
182
$34K 0.01%
+400
183
$34K 0.01%
907
184
$33K 0.01%
780
185
$33K 0.01%
521
186
$32K 0.01%
750
187
$31K 0.01%
+205
188
$31K 0.01%
668
-195
189
$31K 0.01%
352
190
$31K 0.01%
531
191
$29K 0.01%
600
192
$29K 0.01%
2,940
193
$29K 0.01%
426
194
$27K 0.01%
+813
195
$27K 0.01%
352
196
$27K 0.01%
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197
$27K 0.01%
1,019
-186
198
$27K 0.01%
700
199
$26K 0.01%
+516
200
$25K 0.01%
+400
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8
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