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
$179M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$3.89M
3
+$2.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.9M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.42M

Top Sells

1
+$8.27M
2
+$1.73M
3
+$1.43M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$708K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$58.1K

Sector Composition

1 Technology 0.86%
2 Communication Services 0.6%
3 Energy 0.22%
4 Consumer Discretionary 0.19%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.78%
7,255
27
$923K 0.51%
1,730
-1,327
28
$899K 0.5%
32,368
29
$792K 0.44%
2,110
+13
30
$757K 0.42%
3,408
+7
31
$744K 0.41%
10,938
-777
32
$676K 0.38%
13,287
+1,248
33
$669K 0.37%
21,406
34
$568K 0.32%
1,742
35
$554K 0.31%
5,940
36
$478K 0.27%
9,438
+23
37
$452K 0.25%
5,529
+2,274
38
$425K 0.24%
5,387
+2,368
39
$393K 0.22%
3,308
40
$388K 0.22%
8,436
41
$364K 0.2%
1,325
+11
42
$350K 0.2%
17,687
-489
43
$346K 0.19%
1,816
+11
44
$273K 0.15%
1,765
45
$258K 0.14%
2,681
+1
46
$254K 0.14%
1,628
+8
47
$249K 0.14%
1,956
48
$242K 0.13%
2,754
49
$232K 0.13%
2,054
50
$208K 0.12%
3,572
-16
1
2