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
$101M
AUM Growth
-$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$450K
3
+$388K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$282K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$268K

Top Sells

1
+$62.2K
2
+$9.6K
3
+$8.49K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.2K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.72K

Sector Composition

1 Energy 0.53%
2 Industrials 0.41%
3 Consumer Discretionary 0.38%
4 Communication Services 0.19%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26K 0.03%
+240
52
$25K 0.02%
+191
53
$24K 0.02%
+489
54
$23K 0.02%
+2,336
55
$22K 0.02%
+242
56
$21K 0.02%
+133
57
$21K 0.02%
+1,012
58
$20K 0.02%
+147
59
$17K 0.02%
+120
60
$12K 0.01%
+28
61
$11K 0.01%
+53
62
$11K 0.01%
+215
63
$9K 0.01%
+241
64
$8K 0.01%
+35
65
$8K 0.01%
+102
66
$7K 0.01%
+60
67
$6K 0.01%
+97
68
$6K 0.01%
+52
69
$5K ﹤0.01%
+19
70
$5K ﹤0.01%
+30
71
$4K ﹤0.01%
+45
72
$3K ﹤0.01%
+31
73
$3K ﹤0.01%
+241
74
$2K ﹤0.01%
+24
75
$2K ﹤0.01%
+75
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3
4