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 +$2.03M
3 +$371K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$26.7K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7K

Top Sells

1 +$696K
2 +$680K
3 +$600K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$522K
5
BND icon
Vanguard Total Bond Market
BND
+$508K

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
-5,722
77
-489
78
-242
79
-24
80
-683
81
-784
82
-191