TRCT

Tower Research Capital (TRC) Portfolio holdings

AUM $3.62B
1-Year Est. Return 26.5%
This Quarter Est. Return
1 Year Est. Return
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,717
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$158M
3
+$65.6M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$20.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.8M

Top Sells

1
+$14.1M
2
+$12M
3
+$10.8M
4
BAC icon
Bank of America
BAC
+$8.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.59M

Sector Composition

1 Financials 1.65%
2 Technology 1.48%
3 Materials 1.36%
4 Healthcare 1.28%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$7K ﹤0.01%
243
-13,774
2027
$7K ﹤0.01%
100
-857
2028
$7K ﹤0.01%
+203
2029
$7K ﹤0.01%
101
-64
2030
– –
-4
2031
$7K ﹤0.01%
145
-64
2032
$7K ﹤0.01%
217
-3,812
2033
$7K ﹤0.01%
422
-3,127
2034
$7K ﹤0.01%
353
-2,142
2035
$7K ﹤0.01%
+200
2036
$7K ﹤0.01%
600
-9,154
2037
$7K ﹤0.01%
25
-28
2038
$7K ﹤0.01%
140
-216
2039
$7K ﹤0.01%
128
+28
2040
$7K ﹤0.01%
+1,713
2041
$7K ﹤0.01%
144
-1,208
2042
$7K ﹤0.01%
+430
2043
$7K ﹤0.01%
50
-38
2044
$7K ﹤0.01%
800
-80
2045
$7K ﹤0.01%
125
-6,069
2046
$7K ﹤0.01%
6,952
-1,751
2047
$7K ﹤0.01%
563
-920
2048
$7K ﹤0.01%
1
2049
$7K ﹤0.01%
555
+155
2050
$7K ﹤0.01%
398
+173
80 81
82
83 84