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DB
Dravo Bay Portfolio holdings
AUM
$246M
1-Year Est. Return
15.09%
This Fund
S&P 500
1 Year Est. Return
+15.09%
AUM
$246M
AUM Growth
+$5.49M
(+2.3%)
Holding
55
Top Buys
| 1 | +$1.91M | |
| 2 | +$1.59M | |
| 3 | +$1.42M | |
| 4 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$1.38M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.36M |
Top Sells
| 1 | +$1.4M | |
| 2 | +$676K | |
| 3 | +$502K | |
| 4 |
Darden Restaurants
DRI
|
+$348K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$334K |
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Consumer Discretionary | 0.38% |
| 3 | Industrials | 0.11% |
| 4 | Energy | 0.08% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
| $248K | 0.1% |
2,640
-172
|
|
||
52
Amazon
AMZN
$2.58T
| $215K | 0.09% |
1,030
-195
|
|
||
53
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.88B
| $210K | 0.09% |
8,351
-1,184
|
|
||
54
Exxon Mobil
XOM
$568B
| $205K | 0.08% |
+1,210
|
|
||
55
Alphabet (Google) Class A
GOOGL
$4.44T
| – | – |
-770
|
|