TCMP
Thrive Capital Management (Pennsylvania) Portfolio holdings
AUM
$319M
1-Year Return
11.69%
This Quarter Return
+6.98%
1 Year Return
+11.69%
3 Year Return
+40.54%
5 Year Return
–
10 Year Return
–
AUM
$94M
AUM Growth
–
Cap. Flow
+$94M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.63%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$7.67M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$5.13M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$4.89M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$3.25M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$3.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.68% |
| 2 | Healthcare | 4.48% |
| 3 | Consumer Discretionary | 2.51% |
| 4 | Consumer Staples | 2.34% |
| 5 | Utilities | 1.67% |
