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
201
$68K 0.01%
658
202
$68K 0.01%
1,250
203
$67K 0.01%
+800
204
$66K 0.01%
1,200
205
$66K 0.01%
195
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206
$65K 0.01%
350
207
$63K 0.01%
+1,100
208
$63K 0.01%
1,228
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209
$62K 0.01%
750
210
$62K 0.01%
800
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211
$61K 0.01%
222
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212
$61K 0.01%
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213
$60K 0.01%
500
214
$59K 0.01%
871
215
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800
216
$59K 0.01%
800
217
$58K 0.01%
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218
$58K 0.01%
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219
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266
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220
$56K 0.01%
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221
$55K 0.01%
515
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222
$54K 0.01%
575
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223
$53K 0.01%
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224
$52K 0.01%
342
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225
$52K 0.01%
456
+40
7 8
9
10 11