DCC

Dow Chemical Company Portfolio holdings

AUM $239M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$303K

Top Sells

1
+$215K
2
+$82K

Sector Composition

1 Technology 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$763B
$207M 86.78%
318,591
+66,438
VCLT icon
2
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$25.1M 10.51%
335,912
-2,834
IEF icon
3
iShares 7-10 Year Treasury Bond ETF
IEF
$47.7B
$3.83M 1.61%
40,176
+3,151
AI icon
4
C3.ai
AI
$1.52B
$1.87M 0.78%
222,098
SPAB icon
5
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$769K 0.32%
30,006
-3,179