TCM
Tassel Capital Management Portfolio holdings
AUM
$130M
This Quarter Return
+8.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+14%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
5.12%
Top 10 Holdings %
Top 10 Hldgs %
91.79%
Holding
38
New
1
Increased
20
Reduced
13
Closed
4
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$5.97M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$5.45M |
| 3 |
VanEck Inflation Allocation ETF
RAAX
|
$893K |
| 4 |
Dimensional US Equity ETF
DFUS
|
$545K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$206K |
Top Sells
Sector Composition
| 1 | Financials | 0% |
| 2 | Technology | 0% |
