TCM

Towneley Capital Management Portfolio holdings

AUM $460M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$47.5M
3
+$44.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$23.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.21%
2 Real Estate 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.29%
+19,922
27
$1.07M 0.27%
+10,354
28
$822K 0.21%
+2,306
29
$755K 0.19%
+32,592
30
$686K 0.18%
+16,594
31
$669K 0.17%
+12,917
32
$541K 0.14%
+11,399
33
$469K 0.12%
+17,122
34
$464K 0.12%
+11,056
35
$416K 0.11%
+5,777
36
$399K 0.1%
+10,717
37
$346K 0.09%
+3,128
38
$314K 0.08%
+3,262
39
$267K 0.07%
+5,097
40
$250K 0.06%
+3,927
41
$248K 0.06%
+8,282
42
$247K 0.06%
+6,735
43
$240K 0.06%
+2,929
44
$229K 0.06%
+7,366
45
$200K 0.05%
+43,191
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