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
76
$1K ﹤0.01%
+11
77
$1K ﹤0.01%
+26
78
$0 ﹤0.01%
+4
79
$0 ﹤0.01%
+26
1 2 3
4