TCM
Towercrest Capital Management Portfolio holdings
AUM
$560M
This Quarter Return
+1.3%
1 Year Return
+9.08%
3 Year Return
+31.53%
5 Year Return
+36.31%
10 Year Return
+67.35%
AUM
$608M
AUM Growth
+$608M
(+2.5%)
Cap. Flow
+$9.99M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
51.61%
Holding
111
New
4
Increased
38
Reduced
35
Closed
4
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.78M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.23M |
| 3 |
NVIDIA
NVDA
|
$1.68M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$1.62M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.6M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.39M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$954K |
| 3 |
iShares Biotechnology ETF
IBB
|
$748K |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$479K |
| 5 |
Apple
AAPL
|
$438K |
Sector Composition
| 1 | Technology | 3.57% |
| 2 | Communication Services | 0.91% |
| 3 | Healthcare | 0.59% |
| 4 | Financials | 0.58% |
| 5 | Industrials | 0.47% |
