TCM

Twele Capital Management Portfolio holdings

AUM $560M
1-Year Est. Return 11.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.68M
3
+$2.76M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.12M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.01M

Top Sells

1
+$2.85M
2
+$1.11M
3
+$1.02M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.01M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$760K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K 0.13%
3,624
-4,000
52
$363K 0.11%
11,064
+802
53
$336K 0.1%
24,578
+368
54
$275K 0.08%
35,568
+7,416
55
$254K 0.08%
12,580
+2,422
56
$251K 0.07%
7,214
-28,253
57
$216K 0.06%
2,393
58
– –
-13,742
59
– –
-9,322
60
– –
-44,952
61
– –
-16,624
62
– –
-4,120
63
– –
-8,114
64
– –
-7,006
1 2
3