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
$306M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.92M
3
+$815K
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$796K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$579K

Top Sells

1
+$1.83M
2
+$1.74M
3
+$34.7K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.3K
5
DVY icon
iShares Select Dividend ETF
DVY
+$17.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$712K 0.23%
15,130
+1,510
52
$658K 0.22%
20,000
53
$543K 0.18%
5,700
54
$537K 0.18%
9,179
+800
55
$496K 0.16%
+44,208
56
$432K 0.14%
8,536
+370
57
$425K 0.14%
15,740
58
$418K 0.14%
10,262
-44,950
59
$248K 0.08%
2,708
-110
60
$209K 0.07%
+5,790
61
$167K 0.05%
12,945
1 2
3