DCC
Dow Chemical Company Portfolio holdings
AUM
$205M
1-Year Est. Return
13.02%
This Fund
S&P 500
1 Year Est. Return
+13.02%
AUM
$262M
AUM Growth
+$24M
(+10%)
Holding
7
Top Buys
| 1 | +$3.92M | |
| 2 | +$3.52M | |
| 3 | +$1.61M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1M |
Sector Composition
| 1 | Technology | 1.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
State Street SPDR S&P 500 ETF Trust
SPY
$694B
| $227M | 86.78% |
340,662
|
|
||
2
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
| $24.5M | 9.38% |
315,792
+51,571
|
|
||
3
C3.ai
AI
$1.31B
| $3.85M | 1.47% |
222,098
|
|
||
4
iShares 7-10 Year Treasury Bond ETF
IEF
$48B
| $3.55M | 1.36% |
+36,808
|
|
||
5
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.22B
| $1.64M | 0.63% |
+71,124
|
|
||
|
6
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.18B
| $1.02M | 0.39% |
+39,266
|
|
||
7
iShares Core US Aggregate Bond ETF
AGG
$140B
| – | – |
-15,912
|
|