TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
-13.52%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$457M
AUM Growth
+$457M
(-14%)
Cap. Flow
-$6.61M
Cap. Flow
% of AUM
-1.45%
Top 10 Holdings %
Top 10 Hldgs %
74.13%
Holding
46
New
–
Increased
24
Reduced
16
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13.7M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.34M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.33M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$4.72M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.99M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$16.2M |
| 2 |
Vanguard Total Bond Market
BND
|
$14.2M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.47M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$3.02M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.93M |
