DC
Dahring Cusmano Portfolio holdings
AUM
$138M
1-Year Est. Return
12.16%
1 Year Est. Return
+12.16%
AUM
$128M
AUM Growth
+$12.2M
(+11%)
Holding
56
Top Buys
| 1 | +$867K | |
| 2 | +$693K | |
| 3 | +$683K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$518K |
| 5 |
T. Rowe Price US Equity Research ETF
TSPA
|
+$465K |
Top Sells
| 1 | +$555K | |
| 2 | +$213K | |
| 3 | +$113K | |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$38.7K |
| 5 |
Fidelity Enhanced International ETF
FENI
|
+$30.9K |
Sector Composition
| 1 | Technology | 2.21% |
| 2 | Healthcare | 1.79% |
| 3 | Consumer Discretionary | 1.27% |
| 4 | Consumer Staples | 0.66% |
| 5 | Utilities | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Philip Morris
PM
$239B
| $233K | 0.18% |
1,281
+1
|
|
||
52
Home Depot
HD
$369B
| $227K | 0.18% |
620
+4
|
|
||
53
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| $214K | 0.17% |
2,647
-160
|
|
||
54
Duolingo
DUOL
$9.3B
| $205K | 0.16% |
+500
|
|
||
55
Ford
F
$52.6B
| $195K | 0.15% |
18,002
+232
|
|
||
56
PepsiCo
PEP
$195B
| – | – |
-1,417
|
|