TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+3.06%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$336M
AUM Growth
+$336M
(+1.7%)
Cap. Flow
-$4.3M
Cap. Flow
% of AUM
-1.28%
Top 10 Holdings %
Top 10 Hldgs %
53.77%
Holding
63
New
–
Increased
12
Reduced
11
Closed
3
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.22M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$862K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$528K |
| 4 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$244K |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
$70.9K |
