DC

Dahring Cusmano Portfolio holdings

AUM $128M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$3.81M
2 +$1.72M
3 +$1.35M
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.16M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$1.09M

Top Sells

1 +$1.85M
2 +$826K
3 +$790K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$741K
5
CAT icon
Caterpillar
CAT
+$266K

Sector Composition

1 Healthcare 2.17%
2 Technology 1.91%
3 Consumer Discretionary 1.38%
4 Consumer Staples 0.88%
5 Utilities 0.51%