Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 04-29-2024 | 03-31-2024 | 196 | 251,576,850 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 251 | $12,466 | 163 | 0.00 | 0.00 | 1 | 0.62 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 252 | $10,693 | 205 | 0.00 | 0.00 | -63 | -23.51 | 03-31-2024 |
| ISHARES TR | MSCI USA MMENTM | 253 | $9,697 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | JPMORGAN USD EMG | 254 | $9,057 | 101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
