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
$583M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$432K
3
+$362K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$318K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$66.4K

Top Sells

1
+$7.78M
2
+$2.21M
3
+$1.8M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.13M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$542K

Sector Composition

1 Technology 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.2%
51,548
-3,778
27
$1.07M 0.18%
44,634
-9,686
28
$1M 0.17%
59,310
-1,293
29
$984K 0.17%
14,203
30
$749K 0.13%
36,170
-100
31
$711K 0.12%
41,858
-1,476
32
$618K 0.11%
2,271
-83
33
$600K 0.1%
25,050
-1,668
34
$504K 0.09%
30,303
-5,607
35
$454K 0.08%
1,707
-100
36
$435K 0.07%
19,287
-39
37
$350K 0.06%
3,253
38
$318K 0.05%
+4,191
39
$234K 0.04%
6,164
40
$223K 0.04%
9,295
-410
41
$205K 0.04%
1,200
1
2