TCM

Twele Capital Management Portfolio holdings

AUM $542M
1-Year Est. Return 7.45%
This Quarter Est. Return
1 Year Est. Return
+7.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$6.6M
3
+$4.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$3.92M
2
+$3.6M
3
+$2.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.45M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.93M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.35%
12,598
+657
27
$1.11M 0.28%
42,360
+2,596
28
$895K 0.22%
17,880
29
$702K 0.17%
8,435
+1,041
30
$516K 0.13%
4,178
-21,050
31
$497K 0.12%
31,278
+834
32
$491K 0.12%
30,748
+480
33
$467K 0.12%
7,555
34
$433K 0.11%
3,639
-18
35
$426K 0.11%
43,746
+3,162
36
$403K 0.1%
41,808
+324
37
$334K 0.08%
12,370
-1,346
38
$302K 0.08%
12,136
+1,507
39
$287K 0.07%
3,281
-28,030
40
$245K 0.06%
2,540
41
$208K 0.05%
1,639
-315
42
$206K 0.05%
+12,813
43
$203K 0.05%
+9,840
44
– –
-21,033
1
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