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

Top Buys

1
+$677K
2
+$489K
3
+$388K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$297K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$286K

Top Sells

1
+$66.3K
2
+$10K
3
+$9.68K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.77K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$4.05K

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%
+1,012
57
$21K 0.02%
+133
58
$20K 0.02%
+294
59
$17K 0.02%
+120
60
$12K 0.01%
+28
61
$11K 0.01%
+215
62
$11K 0.01%
+53
63
$9K 0.01%
+241
64
$8K 0.01%
+102
65
$8K 0.01%
+35
66
$7K 0.01%
+60
67
$6K 0.01%
+52
68
$6K 0.01%
+97
69
$5K ﹤0.01%
+30
70
$5K ﹤0.01%
+19
71
$4K ﹤0.01%
+45
72
$3K ﹤0.01%
+241
73
$3K ﹤0.01%
+31
74
$2K ﹤0.01%
+75
75
$2K ﹤0.01%
+24
1 2
3
4