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
$621M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Sells

1 +$3.66M
2 +$2.13M
3 +$2.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.27M

Sector Composition

1 Technology 3.52%
2 Communication Services 0.96%
3 Financials 0.56%
4 Healthcare 0.53%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.09M 0.18%
6,721
-9
52
$1.07M 0.17%
5,732
-100
53
$1.04M 0.17%
9,181
54
$841K 0.14%
2,191
55
$786K 0.13%
2,776
-24
56
$766K 0.12%
3,150
57
$712K 0.11%
804
58
$697K 0.11%
4,171
+150
59
$649K 0.1%
24,237
60
$648K 0.1%
2,355
61
$644K 0.1%
29,280
-1,445
62
$613K 0.1%
85,340
63
$589K 0.1%
3,554
64
$587K 0.09%
3,093
65
$584K 0.09%
14,717
66
$572K 0.09%
2,587
+1
67
$572K 0.09%
1,084
+3
68
$560K 0.09%
3,208
69
$553K 0.09%
2,791
-15
70
$529K 0.09%
1,305
71
$496K 0.08%
10,616
72
$483K 0.08%
3,765
+1,850
73
$475K 0.08%
4,055
-67
74
$455K 0.07%
2,626
75
$446K 0.07%
18,170
+200