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
$318M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$4.99M
3
+$2.38M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.89M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$5.83M
2
+$3.91M
3
+$2.85M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.23M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.57M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.17%
5,700
52
$511K 0.16%
11,107
-4,023
53
$499K 0.16%
+5,032
54
$499K 0.16%
+4,540
55
$482K 0.15%
8,454
-82
56
$457K 0.14%
17,308
+1,568
57
$436K 0.14%
+33,200
58
$429K 0.13%
10,262
59
$317K 0.1%
+4,135
60
$262K 0.08%
2,638
-70
61
$250K 0.08%
+2,450
62
$212K 0.07%
5,790
63
– –
-20,800
64
– –
-70,000
65
– –
-20,000
66
– –
-78,400
67
– –
-12,945
1 2
3