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
201
$25K 0.01%
2,426
202
$25K 0.01%
820
203
$24K ﹤0.01%
400
204
$23K ﹤0.01%
4,000
205
$23K ﹤0.01%
396
+79
206
$22K ﹤0.01%
292
207
$21K ﹤0.01%
+582
208
$21K ﹤0.01%
250
209
$21K ﹤0.01%
300
210
$21K ﹤0.01%
175
211
$21K ﹤0.01%
500
212
$20K ﹤0.01%
+322
213
$20K ﹤0.01%
862
214
$20K ﹤0.01%
+638
215
$20K ﹤0.01%
204
216
$19K ﹤0.01%
+398
217
$19K ﹤0.01%
+200
218
$19K ﹤0.01%
+522
219
$18K ﹤0.01%
500
-440
220
$18K ﹤0.01%
359
-150
221
$18K ﹤0.01%
689
222
$17K ﹤0.01%
+400
223
$16K ﹤0.01%
159
224
$16K ﹤0.01%
101
225
$16K ﹤0.01%
330
-820
7 8
9
10 11