TCM
Towneley Capital Management Portfolio holdings
AUM
$436M
This Quarter Return
+5.41%
1 Year Return
+11.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$442M
AUM Growth
+$442M
(+3.6%)
Cap. Flow
-$7.72M
Cap. Flow
% of AUM
-1.75%
Top 10 Holdings %
Top 10 Hldgs %
85.31%
Holding
39
New
–
Increased
19
Reduced
19
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.68M |
| 2 |
abrdn Physical Gold Shares ETF
SGOL
|
$1.01M |
| 3 |
Vanguard Growth ETF
VUG
|
$596K |
| 4 |
Vanguard Value ETF
VTV
|
$393K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$307K |
Sector Composition
| 1 | Financials | 0.1% |
| 2 | Real Estate | 0.05% |
| 3 | Healthcare | 0% |
