DC
Darrow Company Portfolio holdings
AUM
$223M
1-Year Est. Return
12.04%
This Fund
S&P 500
1 Year Est. Return
+12.04%
AUM
$215M
AUM Growth
+$18M
(+9.1%)
Holding
53
Top Buys
| 1 | +$851K | |
| 2 | +$792K | |
| 3 | +$767K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$740K |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$615K |
Top Sells
| 1 | +$379K | |
| 2 | +$183K | |
| 3 | +$94.1K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$80.5K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.81T
| $243K | 0.11% |
332
+43
|
|
||
52
iShares Global 100 ETF
IOO
$8.14B
| $234K | 0.11% |
1,938
-778
|
|
||
53
iShares Core S&P Mid-Cap ETF
IJH
$107B
| $225K | 0.1% |
3,478
|
|