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
$347M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.35M
3
+$4.27M
4
QSR icon
Restaurant Brands International
QSR
+$2.17M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.87M

Top Sells

1
+$6.96M
2
+$4.74M
3
+$4.03M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$1.28M
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