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
$338M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.36%
2 Technology 0.88%
3 Communication Services 0.53%
4 Healthcare 0.45%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.95M 1.76%
114,908
+14,089
27
$5.93M 1.75%
505,488
+81,258
28
$5.78M 1.71%
86,780
-423
29
$5.33M 1.57%
279,688
+19,152
30
$5.16M 1.52%
59,092
-2,950
31
$4.77M 1.41%
93,430
+4,672
32
$3.51M 1.04%
113,865
+14,214
33
$3.42M 1.01%
111,210
+979
34
$2.75M 0.81%
24,351
35
$2.64M 0.78%
79,260
-730
36
$2.48M 0.73%
22,964
-178
37
$2.25M 0.67%
39,872
+1,580
38
$1.88M 0.55%
62,126
-328
39
$1.81M 0.54%
+14,863
40
$1.67M 0.49%
46,305
-204
41
$1.54M 0.45%
40,961
+544
42
$1.53M 0.45%
42,347
+18
43
$1.49M 0.44%
42,668
+584
44
$1.36M 0.4%
41,005
-191
45
$1.36M 0.4%
133,064
-72,248
46
$1.17M 0.35%
7,511
47
$994K 0.29%
6,046
-240
48
$734K 0.22%
5,314
+111
49
$725K 0.21%
6,342
-230
50
$602K 0.18%
7,242
+230