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
$703M
AUM Growth
-$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.46M
3
+$2.54M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$2.39M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.99M

Top Sells

1
+$13.3M
2
+$10.6M
3
+$7.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.58M
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$7.34M

Sector Composition

1 Technology 13.9%
2 Healthcare 8.96%
3 Consumer Discretionary 8.3%
4 Financials 7.29%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85K 0.01%
842
-654
177
$85K 0.01%
1,220
+78
178
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1,268
179
$82K 0.01%
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180
$81K 0.01%
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181
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182
$78K 0.01%
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183
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184
$77K 0.01%
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185
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320
186
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187
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188
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189
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190
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191
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192
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195
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196
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427
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198
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631
199
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2,512
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200
$68K 0.01%
198
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