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
$671M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$4.36M
3 +$3.22M
4
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$3.18M
5
USB icon
US Bancorp
USB
+$2.63M

Sector Composition

1 Technology 11.12%
2 Healthcare 8.25%
3 Consumer Staples 7.41%
4 Consumer Discretionary 6.76%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$34K 0.01%
+700
202
$33K ﹤0.01%
219
203
$33K ﹤0.01%
275
-31
204
$33K ﹤0.01%
448
+88
205
$33K ﹤0.01%
2,000
206
$32K ﹤0.01%
400
+324
207
$32K ﹤0.01%
958
208
$32K ﹤0.01%
274
209
$32K ﹤0.01%
1,500
210
$32K ﹤0.01%
531
211
$32K ﹤0.01%
505
212
$31K ﹤0.01%
+250
213
$31K ﹤0.01%
400
214
$31K ﹤0.01%
+1,215
215
$29K ﹤0.01%
+209
216
$29K ﹤0.01%
516
217
$29K ﹤0.01%
400
218
$28K ﹤0.01%
432
-262
219
$27K ﹤0.01%
800
220
$27K ﹤0.01%
582
221
$27K ﹤0.01%
450
222
$27K ﹤0.01%
+2,000
223
$27K ﹤0.01%
500
224
$26K ﹤0.01%
225
225
$26K ﹤0.01%
375
+100