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

Top Buys

1
+$1.64M
2
+$1.19M
3
+$1.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$919K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$903K

Top Sells

1
+$911K
2
+$340K
3
+$340K
4
IBM icon
IBM
IBM
+$207K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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%
+3,589
77
$212K 0.05%
4,050
78
$210K 0.05%
+1,283
79
$206K 0.05%
+840
80
– –
-11,000
81
– –
-1,492
1 2 3
4