DSA
Droms Strauss Advisors Portfolio holdings
AUM
$326M
This Quarter Return
-14.16%
1 Year Return
+13.24%
3 Year Return
+59.6%
5 Year Return
+97.29%
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.83%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$18.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.2M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$12.6M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$8.79M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$7.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 0.28% |
| 2 | Technology | 0.25% |
| 3 | Industrials | 0.09% |
