DC

Darrow Company Portfolio holdings

AUM $215M
1-Year Est. Return 9.4%
This Quarter Est. Return
1 Year Est. Return
+9.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$450K
3
+$388K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$282K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$268K

Top Sells

1
+$62.2K
2
+$9.6K
3
+$8.49K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.2K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.72K

Sector Composition

1 Energy 0.53%
2 Industrials 0.41%
3 Consumer Discretionary 0.38%
4 Communication Services 0.19%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$196K 0.19%
+4,345
27
$194K 0.19%
4,184
+217
28
$188K 0.19%
+3,841
29
$145K 0.14%
+5,722
30
$144K 0.14%
+384
31
$117K 0.12%
+1,851
32
$107K 0.11%
+783
33
$101K 0.1%
+784
34
$99K 0.1%
+1,239
35
$98K 0.1%
+3,002
36
$97K 0.1%
+759
37
$85K 0.08%
+1,689
38
$82K 0.08%
+319
39
$77K 0.08%
+3,222
40
$66K 0.07%
+1,635
41
$63K 0.06%
+683
42
$59K 0.06%
+959
43
$56K 0.06%
+2,420
44
$52K 0.05%
+796
45
$51K 0.05%
+1,320
46
$50K 0.05%
+632
47
$48K 0.05%
+989
48
$34K 0.03%
+383
49
$30K 0.03%
+280
50
$27K 0.03%
+661
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