TCMP

Thrive Capital Management (Pennsylvania) Portfolio holdings

AUM $388M
1-Year Est. Return 10.24%
This Quarter Est. Return
1 Year Est. Return
+10.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$2.73M
3 +$805K
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$383K
5
LYB icon
LyondellBasell Industries
LYB
+$373K

Top Sells

1 +$2.99M
2 +$1.71M
3 +$1.16M
4
VTV icon
Vanguard Value ETF
VTV
+$804K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$773K

Sector Composition

1 Technology 3.06%
2 Healthcare 2.6%
3 Consumer Staples 2.13%
4 Utilities 2.04%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,975
127
-2,578
128
-2,426