DC
Darrow Company Portfolio holdings
AUM
$215M
1-Year Est. Return
9.4%
1 Year Est. Return
+9.4%
AUM
$198M
AUM Growth
+$18.2M
(+10%)
Holding
52
Top Buys
| 1 | +$1.46M | |
| 2 | +$1.04M | |
| 3 | +$844K | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$768K |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
+$436K |
Top Sells
| 1 | +$601K | |
| 2 | +$215K | |
| 3 | +$134K | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$75.2K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$49.4K |
Sector Composition
| 1 | Technology | 0.91% |
| 2 | Communication Services | 0.81% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Energy | 0.18% |
| 5 | Consumer Staples | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.67T
| $213K | 0.11% |
+289
|
|
||
52
RTX Corp
RTX
$239B
| $208K | 0.11% |
+1,424
|
|