DCC

Dow Chemical Company Portfolio holdings

AUM $238M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$8.29M
3
+$7.17M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.09M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.02M

Top Sells

1
+$101M
2
+$7.04M
3
+$5.79M
4
CSCO icon
Cisco
CSCO
+$4.58M
5
NTAP icon
NetApp
NTAP
+$4.38M

Sector Composition

1 Technology 2.8%
2 Healthcare 2.7%
3 Energy 2.3%
4 Consumer Discretionary 2.25%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-30,000
77
– –
-9,443
78
– –
-85,000
79
– –
-10,000
80
– –
-6,607
81
– –
0
82
– –
-53,900
83
– –
-14,000
84
– –
0
1 2 3
4