DC

Derby & Company Portfolio holdings

AUM $495M
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.66M
3 +$1.46M
4
VTV icon
Vanguard Value ETF
VTV
+$1.32M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.28M

Sector Composition

1 Financials 4.12%
2 Technology 2.39%
3 Healthcare 1.34%
4 Communication Services 1.04%
5 Consumer Discretionary 0.96%