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
$476M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.62M
3
+$1.09M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$889K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$503K

Top Sells

1
+$270K
2
+$144K
3
+$72.1K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$23.5K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$18.5K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$826K 0.17%
21,947
+7,780
27
$780K 0.16%
30,278
-472
28
$758K 0.16%
36,862
-272
29
$710K 0.15%
3,048
+1,846
30
$655K 0.14%
29,538
-189
31
$584K 0.12%
1,556
32
$524K 0.11%
6,254
+806
33
$522K 0.11%
18,861
-174
34
$465K 0.1%
1,210
-375
35
$462K 0.1%
18,268
-2,848
36
$431K 0.09%
3,193
-40
37
$423K 0.09%
5,085
+62
38
$324K 0.07%
2,667
39
$259K 0.05%
8,879
-80
40
$206K 0.04%
+4,500
1
2