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
$472M
AUM Growth
-$152K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.09M
3
+$2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$76.9K

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$985K
5
BND icon
Vanguard Total Bond Market
BND
+$867K

Sector Composition

1 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$917K 0.19%
8,700
+123
27
$770K 0.16%
38,926
+425
28
$730K 0.15%
31,149
+132
29
$631K 0.13%
2,839
+2
30
$627K 0.13%
29,109
+76
31
$622K 0.13%
7,607
+608
32
$561K 0.12%
1,553
-3
33
$484K 0.1%
18,483
+13
34
$477K 0.1%
19,191
+487
35
$444K 0.09%
1,196
-4
36
$441K 0.09%
5,336
+40
37
$411K 0.09%
3,063
-15
38
$289K 0.06%
2,668
39
$272K 0.06%
9,867
+135
40
– –
-4,550
1
2