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
$452M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.5%
2 Healthcare 0.62%
3 Communication Services 0.58%
4 Financials 0.5%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$807K 0.18%
9,224
52
$655K 0.15%
3,427
-347
53
$624K 0.14%
33,892
+2,251
54
$572K 0.13%
2,613
55
$559K 0.12%
87,810
56
$546K 0.12%
6,192
-460
57
$541K 0.12%
24,585
-81
58
$533K 0.12%
18,441
-1,086
59
$484K 0.11%
2,331
+258
60
$476K 0.11%
3,136
61
$470K 0.1%
14,179
62
$453K 0.1%
2,526
+76
63
$435K 0.1%
3,890
64
$424K 0.09%
2,791
+1,154
65
$413K 0.09%
1,308
+138
66
$410K 0.09%
9,863
67
$371K 0.08%
7,241
68
$366K 0.08%
7,677
+870
69
$340K 0.08%
4,321
+2
70
$338K 0.07%
7,516
+2,216
71
$323K 0.07%
3,715
+175
72
$310K 0.07%
4,307
73
$309K 0.07%
2,042
74
$303K 0.07%
6,300
75
$298K 0.07%
7,569
+27