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
$291M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$523K 0.18%
+5,700
52
$513K 0.18%
+8,379
53
$437K 0.15%
+8,166
54
$431K 0.15%
+5,195
55
$423K 0.15%
+15,740
56
$242K 0.08%
+2,818
57
$177K 0.06%
+12,945