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

Top Buys

1 +$3.77M
2 +$3.38M
3 +$2.85M
4
AIG icon
American International
AIG
+$2.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.04M

Top Sells

1 +$3.69M
2 +$3.39M
3 +$1.75M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$555K
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