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
$407M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$2.58M
2 +$1.47M
3 +$1.03M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$873K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$842K

Sector Composition

1 Technology 2.39%
2 Financials 0.78%
3 Communication Services 0.78%
4 Healthcare 0.44%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$571K 0.14%
18,615
+1,679
52
$563K 0.14%
20,457
-13,981
53
$557K 0.14%
3,540
-200
54
$432K 0.11%
24,816
55
$418K 0.1%
84,710
56
$415K 0.1%
4,000
57
$406K 0.1%
14,828
+1,826
58
$400K 0.1%
5,460
59
$385K 0.09%
1,923
60
$353K 0.09%
2,990
-125
61
$316K 0.08%
13,132
62
$315K 0.08%
6,249
-542
63
$306K 0.08%
3,860
64
$298K 0.07%
3,867
-1,499
65
$288K 0.07%
1,037
66
$285K 0.07%
+1,995
67
$276K 0.07%
9,224
68
$275K 0.07%
35,300
69
$273K 0.07%
4,594
-906
70
$262K 0.06%
840
71
$254K 0.06%
7,299
+280
72
$251K 0.06%
2,136
-1,016
73
$233K 0.06%
1,245
74
$228K 0.06%
+3,280
75
$220K 0.05%
4,462