DC

Darrow Company Portfolio holdings

AUM $222M
1-Year Est. Return 10.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$760K
3
+$758K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$726K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$599K

Top Sells

1
+$364K
2
+$179K
3
+$88.5K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$79K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$59.1K

Sector Composition

1 Technology 1.02%
2 Communication Services 0.85%
3 Healthcare 0.21%
4 Consumer Discretionary 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.72%
7,185
-70
27
$1.17M 0.54%
2,254
+148
28
$1.02M 0.47%
3,941
+290
29
$996K 0.46%
1,683
-46
30
$883K 0.41%
32,653
+334
31
$803K 0.37%
9,934
32
$783K 0.36%
21,406
33
$688K 0.32%
1,742
34
$672K 0.31%
13,089
35
$671K 0.31%
6,010
+70
36
$532K 0.25%
9,500
+30
37
$496K 0.23%
1,970
+205
38
$487K 0.23%
8,436
39
$487K 0.23%
5,746
+212
40
$455K 0.21%
+4,382
41
$442K 0.21%
5,521
+135
42
$434K 0.2%
1,990
+185
43
$432K 0.2%
1,314
44
$431K 0.2%
1,705
+85
45
$418K 0.19%
17,675
46
$388K 0.18%
3,383
+75
47
$306K 0.14%
2,854
+100
48
$273K 0.13%
1,970
+10
49
$259K 0.12%
1,454
+30
50
$250K 0.12%
2,054
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