TBC
Ted Buchan & Co Portfolio holdings
AUM
$252M
This Quarter Return
+1.44%
1 Year Return
+11.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+14%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
14.85%
Top 10 Holdings %
Top 10 Hldgs %
51.89%
Holding
100
New
11
Increased
30
Reduced
27
Closed
15
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.3M |
| 2 |
Intuit
INTU
|
$6.64M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.85M |
| 4 |
NVIDIA
NVDA
|
$4.93M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$4.47M |
Top Sells
| 1 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$3.4M |
| 2 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
$1.62M |
| 3 |
Petrobras
PBR
|
$1.52M |
| 4 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
$1.35M |
| 5 |
Vanguard Value ETF
VTV
|
$1.16M |
Sector Composition
| 1 | Technology | 13.57% |
| 2 | Consumer Discretionary | 3.43% |
| 3 | Financials | 2.76% |
| 4 | Healthcare | 2.16% |
| 5 | Communication Services | 2.16% |
