TCM

Towneley Capital Management Portfolio holdings

AUM $474M
1-Year Est. Return 17.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.75%
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
+$6.28M
2
+$2.38M
3
+$2.34M
4
WINN icon
Harbor Long-Term Growers ETF
WINN
+$1.49M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.1M

Top Sells

1
+$6.47M
2
+$2.94M
3
+$1.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
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
– –
-9,938
52
– –
-9,218
1 2
3