TCM

Towercrest Capital Management Portfolio holdings

AUM $560M
1-Year Est. Return 9.08%
This Quarter Est. Return
1 Year Est. Return
+9.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$1.83M
2 +$1.49M
3 +$1.25M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$641K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$495K

Sector Composition

1 Financials 3.88%
2 Communication Services 1.75%
3 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-17,335