TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+3.81%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$534M
AUM Growth
+$534M
(+5.5%)
Cap. Flow
+$9.06M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
71.91%
Holding
46
New
–
Increased
25
Reduced
17
Closed
–
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$3.96M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$3.38M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.19M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.03M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.72M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.58M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.34M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.36M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$980K |
