DC
Dahring Cusmano Portfolio holdings
AUM
$144M
1-Year Est. Return
14.71%
This Fund
S&P 500
1 Year Est. Return
+14.71%
AUM
$144M
AUM Growth
+$5.36M
(+3.9%)
Holding
53
Top Buys
| 1 | +$1.18M | |
| 2 | +$967K | |
| 3 | +$947K | |
| 4 |
VGMS
Vanguard Multi-Sector Income Bond ETF
VGMS
|
+$695K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$655K |
Top Sells
| 1 | +$604K | |
| 2 | +$558K | |
| 3 | +$496K | |
| 4 |
AutoZone
AZO
|
+$438K |
| 5 |
Procter & Gamble
PG
|
+$305K |
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Consumer Discretionary | 0.72% |
| 3 | Utilities | 0.4% |
| 4 | Consumer Staples | 0.24% |
| 5 | Healthcare | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$572B
| – | – |
-1,311
|
|
||
|
52
Procter & Gamble
PG
$356B
| – | – |
-1,986
|
|
||
53
Tractor Supply
TSCO
$26.3B
| – | – |
-5,000
|
|