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
$120M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.89M
3
+$1.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$933K
5
BND icon
Vanguard Total Bond Market
BND
+$842K

Top Sells

1
+$291K
2
+$190K
3
+$65.4K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$56.5K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$44.4K

Sector Composition

1 Energy 0.33%
2 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$363K 0.3%
2,022
-37
27
$313K 0.26%
5,752
+139
28
$265K 0.22%
4,331
+6
29
$248K 0.21%
10,245
30
– –
-5,236
1
2