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
$750M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.9M
3
+$2.94M
4
BAC icon
Bank of America
BAC
+$2.07M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.83M

Top Sells

1
+$11.7M
2
+$10.8M
3
+$5.31M
4
IBMG
iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
+$1.28M
5
LRCX icon
Lam Research
LRCX
+$876K

Sector Composition

1 Technology 16.11%
2 Healthcare 11.7%
3 Financials 9.91%
4 Consumer Discretionary 7.77%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$99K 0.01%
404
+34
202
$98K 0.01%
672
-1,078
203
$98K 0.01%
1,022
-20
204
$98K 0.01%
1,528
205
$96K 0.01%
1,092
+349
206
$95K 0.01%
500
-1,473
207
$95K 0.01%
4,000
208
$92K 0.01%
2,095
-30
209
$92K 0.01%
789
+75
210
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2,300
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211
$91K 0.01%
+3,773
212
$86K 0.01%
3,000
213
$85K 0.01%
320
214
$85K 0.01%
3,300
215
$85K 0.01%
5,000
216
$83K 0.01%
4,352
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217
$83K 0.01%
1,045
218
$81K 0.01%
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219
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220
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221
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500
222
$80K 0.01%
450
223
$78K 0.01%
222
224
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700
225
$78K 0.01%
2,200
+350
7 8
9
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