TCM
Towneley Capital Management Portfolio holdings
AUM $427M
AUM
$427M
AUM Growth
+$6.48M (+2%)
Cap. Flow
+$14M
Cap. Flow % of AUM
3.28%
Top 10 Holdings %Top 10 Hldgs %
85.16%
Holding
52
New
7
Increased
24
Reduced
12
Closed
8
Top Buys
| 1 | $5.95M | |
| 2 | $2.35M | |
| 3 | $2.28M | |
| 4 | $1.35M | |
| 5 | $1.09M |
Top Sells
| 1 | $6.42M | |
| 2 | $742K | |
| 3 | $111K | |
| 4 | $47.1K | |
| 5 | $41.3K |
Sector Composition
| 1 | Technology | 0.66% |
| 2 | Financials | 0.38% |
| 3 | Communication Services | 0.1% |
| 4 | Healthcare | 0.08% |
| 5 | Consumer Staples | 0.06% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,969 | Closed | – | |||
| $0 | 0% | 0 -9,218 | Closed | – |
