DC

Darrow Company Portfolio holdings

AUM $223M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.4M
AUM Growth
-$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.1M
3
+$309K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$30.2K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.5K

Top Sells

1
+$762K
2
+$759K
3
+$632K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$573K
5
BND icon
Vanguard Total Bond Market
BND
+$533K

Sector Composition

1 Technology 2.13%
2 Energy 0.58%
3 Healthcare 0.39%
4 Industrials 0.36%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-45
77
– –
-5,722
78
– –
-489
79
– –
-242
80
– –
-24
81
– –
-683
82
– –
-784
1 2 3
4