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D

Drystone Portfolio holdings

AUM $111M
1-Year Est. Return 17.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$303K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$16.8K
3
+$4.68K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.31K
5
JNJ icon
Johnson & Johnson
JNJ
+$1.17K

Top Sells

1
+$2.64M
2
+$189K
3
+$28.8K
4
TXN icon
Texas Instruments
TXN
+$24.7K
5
EXPD icon
Expeditors International
EXPD
+$15.2K

Sector Composition

1 Industrials 30.98%
2 Technology 13.43%
3 Healthcare 12.59%
4 Consumer Discretionary 7.93%
5 Financials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
1
Vanguard Total International Stock ETF
VXUS
$149B
$19.1M 17.25%
248,107
+59
TT icon
2
Trane Technologies
TT
$104B
$14.2M 12.84%
34,173
-445
HLT icon
3
Hilton Worldwide
HLT
$78B
$8.8M 7.93%
28,931
-95
ROK icon
4
Rockwell Automation
ROK
$51.2B
$8.78M 7.91%
24,459
-37
EXPD icon
5
Expeditors International
EXPD
$21.8B
$7.64M 6.89%
53,353
-100
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$37.8B
$7.21M 6.5%
81,280
+47
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.05T
$7.06M 6.36%
14,730
TXN icon
8
Texas Instruments
TXN
$263B
$6.21M 5.59%
31,968
-122
MSFT icon
9
Microsoft
MSFT
$3T
$6.15M 5.54%
16,601
+1
JNJ icon
10
Johnson & Johnson
JNJ
$571B
$5.41M 4.87%
22,118
+5
PFE icon
11
Pfizer
PFE
$146B
$4.65M 4.19%
165,654
-368
KVUE icon
12
Kenvue
KVUE
$34.4B
$4.18M 3.77%
242,705
-699
MTD icon
13
Mettler-Toledo International
MTD
$23.5B
$3.91M 3.52%
3,099
RBA icon
14
RB Global
RBA
$19.8B
$3.24M 2.92%
33,800
-24,890
ADBE icon
15
Adobe
ADBE
$96.2B
$2.52M 2.27%
+10,370
VT icon
16
Vanguard Total World Stock ETF
VT
$74.2B
$1.33M 1.2%
9,609
+117
FAST icon
17
Fastenal
FAST
$53.5B
$464K 0.42%
10,000
AAPL icon
18
Apple
AAPL
$4.27T
$24.9K 0.02%
98