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
$427M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$2.35M
3
+$2.28M
4
WINN icon
Harbor Long-Term Growers ETF
WINN
+$1.35M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.09M

Top Sells

1
+$6.42M
2
+$2.94M
3
+$1.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.16M
5
XOM icon
Exxon Mobil
XOM
+$992K

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 Change
in Stake 		Capital Flow
51
– –
-3,568
52
– –
-14,944
1 2
3