VCS
Vaughan & Co Securities Portfolio holdings
AUM
$174M
This Quarter Return
-24.18%
1 Year Return
+13.73%
3 Year Return
+45.42%
5 Year Return
+80.75%
10 Year Return
–
AUM
$78.7M
AUM Growth
+$78.7M
(-29%)
Cap. Flow
-$3.82M
Cap. Flow
% of AUM
-4.85%
Top 10 Holdings %
Top 10 Hldgs %
75.84%
Holding
171
New
1
Increased
5
Reduced
53
Closed
8
Top Buys
| 1 |
Telus
TU
|
$245K |
| 2 |
iShares Select Dividend ETF
DVY
|
$6.1K |
| 3 |
Intuitive Surgical
ISRG
|
$2.48K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.16K |
| 5 |
Vanguard Value ETF
VTV
|
$1.34K |
Top Sells
Sector Composition
| 1 | Communication Services | 2.86% |
| 2 | Financials | 2.37% |
| 3 | Healthcare | 2.34% |
| 4 | Energy | 2.12% |
| 5 | Consumer Staples | 1.69% |
