DCC

Dow Chemical Company Portfolio holdings

AUM $262M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.55M
3
+$1.64M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.02M

Top Sells

1
+$1.58M

Sector Composition

1 Technology 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$698B
$227M 86.78%
340,662
VCLT icon
2
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.22B
$24.5M 9.38%
315,792
+51,571
AI icon
3
C3.ai
AI
$1.98B
$3.85M 1.47%
222,098
IEF icon
4
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$3.55M 1.36%
+36,808
SPLB icon
5
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$1.64M 0.63%
+71,124
SPAB icon
6
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.08B
$1.02M 0.39%
+39,266
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$135B
– –
-15,912