TCM

Towercrest Capital Management Portfolio holdings

AUM $623M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.37M
3
+$4.29M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.92M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M

Top Sells

1
+$7.05M
2
+$4.91M
3
+$4.16M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$1.31M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$628K

Sector Composition

1 Financials 3.43%
2 Technology 1.12%
3 Communication Services 0.52%
4 Healthcare 0.46%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,000
1 2 3
4