DB
Dravo Bay Portfolio holdings
AUM
$241M
1-Year Est. Return
15.55%
This Fund
S&P 500
1 Year Est. Return
+15.55%
AUM
$241M
AUM Growth
+$14.2M
(+6.3%)
Holding
53
Top Buys
| 1 | +$1.61M | |
| 2 | +$1.42M | |
| 3 | +$1.37M | |
| 4 |
Dimensional Global Credit ETF
DGCB
|
+$1.3M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$994K |
Top Sells
| 1 | +$866K | |
| 2 | +$331K | |
| 3 | +$230K | |
| 4 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$208K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$136K |
Sector Composition
| 1 | Technology | 0.68% |
| 2 | Consumer Discretionary | 0.52% |
| 3 | Communication Services | 0.1% |
| 4 | Industrials | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Deere & Co
DE
$143B
| $219K | 0.09% |
470
|
|
||
52
iShares Russell 1000 Growth ETF
IWF
$120B
| – | – |
-706
|
|
||
53
Schwab U.S Small- Cap ETF
SCHA
$20.3B
| – | – |
-8,243
|
|