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
$442M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$490K
3
+$429K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$418K
5
WINN icon
Harbor Long-Term Growers ETF
WINN
+$328K

Top Sells

1
+$6.68M
2
+$1.01M
3
+$596K
4
VTV icon
Vanguard Value ETF
VTV
+$393K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$307K

Sector Composition

1 Financials 0.1%
2 Real Estate 0.05%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$786K 0.18%
12,639
+27
27
$780K 0.18%
2,955
-1,124
28
$612K 0.14%
6,042
-1,418
29
$576K 0.13%
5,379
+14
30
$451K 0.1%
10,811
+46
31
$443K 0.1%
963
+100
32
$380K 0.09%
6,025
-3,396
33
$368K 0.08%
7,460
-1,017
34
$289K 0.07%
7,760
+375
35
$286K 0.06%
5,136
+18
36
$244K 0.06%
3,251
+145
37
$232K 0.05%
44,461
+617
38
$203K 0.05%
4,851
-2,439
39
$3.78K ﹤0.01%
10,000
1
2