Top 50 Ted Buchan & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 9.81% | 272.0K | $27.0M | +21.01%(+47.22K) | $98.53(+0.12%) | 2026-03-31 | |
| EFA | ISHARES TR | 6.1% | 172.9K | $16.8M | -0.31%(-533) | $88.98(+16.27%) | 2026-03-31 | |
| TIP | ISHARES TR | 5.9% | 147.1K | $16.2M | +29.98%(+33.94K) | $107.89(+2.89%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 5.61% | 325.0K | $15.4M | -0.08%(-259) | $31.24(+68.93%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.86% | 20.5K | $13.4M | -0.83%(-172) | $540.92(+38.94%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 4.09% | 184.0K | $11.3M | +4.07%(+7.20K) | $41.04(+41.51%) | 2026-03-31 | |
| UTES | ETFIS SER TR I | 3.89% | 134.0K | $10.7M | +6.03%(+7.62K) | $79.63(-0.16%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.4% | 105.5K | $9.4M | +3.29%(+3.36K) | $86.80(+9.82%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.27% | 143.9K | $9.0M | -0.65%(-941) | $48.53(+29.89%) | 2026-03-31 | |
| KMLM | KRANESHARES TRUST | 3.15% | 307.4K | $8.7M | +10.24%(+28.55K) | $28.72(+3.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.07% | +33.37% |
| Top 20 Holdings Unweighted | +14.52% | +50.18% |
Sign up free to track Ted Buchan & Co, compare funds side by side, and get alerts the moment positions change.