TCM

Towneley Capital Management Portfolio holdings

AUM $436M
This Quarter Return
+7.06%
1 Year Return
+11.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$436M
AUM Growth
+$436M
Cap. Flow
-$19.9M
Cap. Flow %
-4.57%
Top 10 Hldgs %
87.82%
Holding
44
New
–
Increased
12
Reduced
22
Closed
10

Top Buys

1
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$5.87M
2
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
$4.16M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
$4.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.15M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
$558K

Top Sells

1
AVUV icon
Avantis US Small Cap Value ETF
AVUV
$7.76M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
$6.8M
3
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
$3.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
$3.18M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
$2.62M

Sector Composition

1 Financials 0.11%
2 Real Estate 0.06%
3 Healthcare 0%
4 Industrials 0%
5 Materials 0%

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