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
$407M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$458K
3
+$416K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$393K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$375K

Top Sells

1
+$1.57M
2
+$783K
3
+$184K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$183K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$113K

Sector Composition

1 Financials 0.24%
2 Real Estate 0.05%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.28%
10,354
27
$1.11M 0.27%
11,319
+39
28
$968K 0.24%
2,303
-3
29
$725K 0.18%
32,592
30
$717K 0.18%
12,578
-339
31
$593K 0.15%
14,957
-1,637
32
$546K 0.13%
11,399
33
$452K 0.11%
17,164
+42
34
$445K 0.11%
11,119
+63
35
$438K 0.11%
10,717
36
$404K 0.1%
5,777
37
$343K 0.08%
3,147
+19
38
$310K 0.08%
3,272
+10
39
$277K 0.07%
5,097
40
$261K 0.06%
7,576
+210
41
$252K 0.06%
3,953
+26
42
$243K 0.06%
6,735
43
$242K 0.06%
+2,586
44
$242K 0.06%
8,314
+32
45
$241K 0.06%
2,944
+15
46
$192K 0.05%
43,191
47
$18.9K ﹤0.01%
+10,000
1
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