TCMP
Thrive Capital Management (Pennsylvania) Portfolio holdings
AUM
$319M
This Quarter Return
+3.28%
1 Year Return
+11.69%
3 Year Return
+40.54%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+11%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
6.9%
Top 10 Holdings %
Top 10 Hldgs %
39.97%
Holding
142
New
21
Increased
54
Reduced
60
Closed
6
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.28M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$1.55M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$1.16M |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$1.15M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 4.19% |
| 2 | Healthcare | 2.74% |
| 3 | Financials | 2.01% |
| 4 | Utilities | 1.92% |
| 5 | Consumer Staples | 1.81% |
