TCM
Towercrest Capital Management Portfolio holdings
AUM
$560M
This Quarter Return
+4.11%
1 Year Return
+9.08%
3 Year Return
+31.53%
5 Year Return
+36.31%
10 Year Return
+67.35%
AUM
$516M
AUM Growth
+$516M
(+11%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
5.98%
Top 10 Holdings %
Top 10 Hldgs %
46.68%
Holding
90
New
5
Increased
41
Reduced
23
Closed
2
Top Buys
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$707K |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$573K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$569K |
| 4 |
Amazon
AMZN
|
$447K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$339K |
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Communication Services | 0.87% |
| 3 | Financials | 0.49% |
| 4 | Healthcare | 0.43% |
| 5 | Consumer Discretionary | 0.36% |
