TCM
Towercrest Capital Management Portfolio holdings
AUM
$560M
This Quarter Return
+6.03%
1 Year Return
+9.08%
3 Year Return
+31.53%
5 Year Return
+36.31%
10 Year Return
+67.35%
AUM
$560M
AUM Growth
+$560M
(+6.4%)
Cap. Flow
+$4.47M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
52.68%
Holding
91
New
3
Increased
30
Reduced
30
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.94M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.81M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.17M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.05M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$944K |
Top Sells
Sector Composition
| 1 | Technology | 2.36% |
| 2 | Communication Services | 0.65% |
| 3 | Financials | 0.54% |
| 4 | Consumer Staples | 0.39% |
| 5 | Healthcare | 0.35% |
