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
$391M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$911K
2 +$340K
3 +$340K
4
IBM icon
IBM
IBM
+$207K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$68.2K

Sector Composition

1 Financials 3.32%
2 Technology 1.45%
3 Communication Services 0.88%
4 Healthcare 0.62%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.05%
4,050
77
$212K 0.05%
+3,589
78
$210K 0.05%
+1,283
79
$206K 0.05%
+840
80
-11,000
81
-1,492