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
$120M
AUM Growth
+$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.69M
3 +$1.52M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.37M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$751K

Sector Composition

1 Financials 4.91%
2 Communication Services 1.72%
3 Technology 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-35,170