TBC
Ted Buchan & Co Portfolio holdings
AUM
$252M
This Quarter Return
+11.99%
1 Year Return
+11.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.72%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 5.49% |
| 2 | Technology | 5.18% |
| 3 | Financials | 2.87% |
| 4 | Healthcare | 2.5% |
| 5 | Materials | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 Growth ETF
IWF
$116B
| $206K | 0.19% |
+962
| New | +$206K |
|