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
$167M
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$19.2M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$2.36M

Top Sells

1
+$6.26M
2
+$6.02M
3
+$5.85M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.1M

Sector Composition

1 Consumer Staples 9.1%
2 Technology 8.48%
3 Healthcare 7.84%
4 Financials 5.5%
5 Communication Services 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
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