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
$130M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$4.37M
3
+$958K
4
BND icon
Vanguard Total Bond Market
BND
+$589K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$557K

Top Sells

1
+$3.2M
2
+$2.74M
3
+$1.51M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$884K
5
UPS icon
United Parcel Service
UPS
+$316K

Sector Composition

1 Technology 1.06%
2 Energy 0.25%
3 Consumer Discretionary 0.21%
4 Healthcare 0.16%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$557K 0.43%
+7,927
27
$525K 0.4%
7,289
28
$427K 0.33%
+2,219
29
$358K 0.28%
19,386
-2,164
30
$329K 0.25%
3,290
+123
31
$319K 0.25%
8,459
-4,955
32
$311K 0.24%
+1,310
33
$274K 0.21%
+1,805
34
$260K 0.2%
10,245
35
$224K 0.17%
+4,315
36
$207K 0.16%
+453
37
$204K 0.16%
+2,504
38
$200K 0.15%
+3,610
39
– –
-4,069
40
– –
-2,025
1
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