TCM

Towercrest Capital Management Portfolio holdings

AUM $634M
1-Year Est. Return 11.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.94%
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
+$1.9M
2
+$1.74M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.33M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$835K

Top Sells

1
+$1.67M
2
+$1.58M
3
+$902K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$708K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$640K

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
1
2