TCMP
Thrive Capital Management (Pennsylvania) Portfolio holdings
AUM
$319M
1-Year Return
11.69%
This Quarter Return
-4.39%
1 Year Return
+11.69%
3 Year Return
+40.54%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$12.2M
(+8%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
11.47%
Top 10 Holdings %
Top 10 Hldgs %
50.05%
Holding
119
New
18
Increased
43
Reduced
34
Closed
22
Top Buys
Top Sells
| 1 |
iShares Core Moderate Allocation ETF
AOM
|
$1.21M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$1.05M |
| 3 |
Apple
AAPL
|
$987K |
| 4 |
AbbVie
ABBV
|
$848K |
| 5 |
Qualcomm
QCOM
|
$792K |
Sector Composition
| 1 | Technology | 2.33% |
| 2 | Healthcare | 1.57% |
| 3 | Consumer Discretionary | 0.99% |
| 4 | Financials | 0.85% |
| 5 | Energy | 0.63% |
