VCS

Vaughan & Co Securities Portfolio holdings

AUM $188M
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.29%
2 Technology 2.13%
3 Energy 1.77%
4 Communication Services 1.75%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$235K 0.18%
2,149
-437
52
$203K 0.15%
2,382
53
$201K 0.15%
4,023
54
-940