TCM

Twele Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 11.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.48M
3
+$3.12M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.88M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$834K

Top Sells

1
+$949K
2
+$833K
3
+$549K
4
DVY icon
iShares Select Dividend ETF
DVY
+$68.3K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$48.5K

Sector Composition

1 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.19%
42,023
+186
27
$881K 0.16%
31,566
-423
28
$880K 0.16%
37,816
-551
29
$875K 0.16%
10,398
+955
30
$730K 0.13%
28,383
-791
31
$726K 0.13%
1,549
-4
32
$672K 0.12%
2,641
+1
33
$552K 0.1%
18,613
-35
34
$549K 0.1%
1,144
-30
35
$514K 0.09%
20,472
+911
36
$413K 0.08%
4,975
37
$341K 0.06%
2,401
-493
38
$338K 0.06%
10,140
39
$279K 0.05%
1,494
+160
1
2