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
$346M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$3.37M
3
+$2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$969K
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$647K

Top Sells

1
+$3.52M
2
+$1.92M
3
+$1.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$211K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$102K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.16%
13,142
+135
52
$482K 0.14%
5,700
53
$481K 0.14%
34,900
54
$469K 0.14%
17,308
55
$451K 0.13%
11,432
-2,584
56
$403K 0.12%
10,262
57
$316K 0.09%
4,135
58
$264K 0.08%
+10,080
59
$259K 0.07%
2,548
60
$240K 0.07%
5,710
61
$204K 0.06%
5,925
62
– –
-13,616
1 2
3