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
$188M
AUM Growth
+$734K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$47M
2 +$15.8M
3 +$14.5M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$9.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.86M

Sector Composition

1 Technology 6.7%
2 Healthcare 5.62%
3 Consumer Staples 4.48%
4 Energy 3.45%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,281
152
-93,880
153
-533
154
-17,594
155
-16,160
156
-48,534
157
-14,231
158
-71,117
159
-85,065
160
-20,460
161
-30,960
162
-34,316
163
-21,808
164
-71,304
165
-5,197
166
-1,696
167
-6,159
168
-34,404
169
-4,429
170
-17,510
171
-981
172
-24,999
173
-4,520
174
-3,716
175
-515