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
$138M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$3.77M
3
+$3.37M
4
AIG icon
American International
AIG
+$2.87M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.77M

Top Sells

1
+$3.7M
2
+$3.39M
3
+$1.7M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$556K
5
PGX icon
Invesco Preferred ETF
PGX
+$476K

Sector Composition

1 Financials 6.16%
2 Communication Services 1.97%
3 Technology 1.05%
4 Industrials 0.21%
5 Utilities 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$202K 0.15%
+2,374
27
– –
-87,416
28
– –
-31,647
1
2