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
$107M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$742K
3
+$678K
4
BND icon
Vanguard Total Bond Market
BND
+$573K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$458K

Top Sells

1
+$2.19M
2
+$910K
3
+$270K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$210K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$185K

Sector Composition

1 Energy 0.4%
2 Industrials 0.37%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$291K 0.27%
+5,236
27
$283K 0.26%
5,613
+809
28
$268K 0.25%
4,325
-951
29
$250K 0.23%
10,245
-984
30
– –
-19,994
31
– –
-4,345
32
– –
-121,386
33
– –
-154,711
1
2