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
201
$29K 0.01%
2,000
202
$28K 0.01%
250
203
$27K 0.01%
75
204
$27K 0.01%
+552
205
$27K 0.01%
+635
206
$26K ﹤0.01%
+772
207
$26K ﹤0.01%
423
208
$26K ﹤0.01%
253
209
$26K ﹤0.01%
426
210
$25K ﹤0.01%
270
-125
211
$24K ﹤0.01%
689
212
$24K ﹤0.01%
500
213
$23K ﹤0.01%
600
214
$23K ﹤0.01%
200
215
$22K ﹤0.01%
200
216
$22K ﹤0.01%
+434
217
$21K ﹤0.01%
450
+150
218
$20K ﹤0.01%
200
219
$20K ﹤0.01%
187
220
$20K ﹤0.01%
411
221
$19K ﹤0.01%
+292
222
$18K ﹤0.01%
200
-180
223
$18K ﹤0.01%
465
224
$17K ﹤0.01%
200
-680
225
$17K ﹤0.01%
100
7 8
9
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