VDI
Vaughan David Investments Portfolio holdings
AUM
$4.47B
This Quarter Return
+1.97%
1 Year Return
+19.72%
3 Year Return
+52.9%
5 Year Return
+110.57%
10 Year Return
+224.97%
AUM
$1.41B
AUM Growth
–
Cap. Flow
+$1.41B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
17.81%
Holding
144
New
144
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$28.2M |
| 2 |
Johnson & Johnson
JNJ
|
$26.8M |
| 3 |
IBM
IBM
|
$26.3M |
| 4 |
AT&T
T
|
$25.8M |
| 5 |
Verizon
VZ
|
$25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.27% |
| 2 | Utilities | 15.17% |
| 3 | Consumer Staples | 12.69% |
| 4 | Industrials | 12.33% |
| 5 | Energy | 10.73% |
