TCM

Towercrest Capital Management Portfolio holdings

AUM $634M
1-Year Est. Return 11.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.04M
3
+$1.84M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.75M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$8.36M
2
+$1.71M
3
+$1.66M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.15M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$969K

Sector Composition

1 Financials 3.36%
2 Technology 0.88%
3 Communication Services 0.53%
4 Healthcare 0.45%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,153
77
– –
-11,321
78
– –
-35,382
79
– –
-15,731
1 2 3
4