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
$407M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$2.58M
2 +$1.47M
3 +$1.03M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$873K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$842K

Sector Composition

1 Technology 2.39%
2 Financials 0.78%
3 Communication Services 0.78%
4 Healthcare 0.44%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$218K 0.05%
4,050
77
$212K 0.05%
+4,000
78
$211K 0.05%
+3,834
79
$203K 0.05%
1,230
80
-6,116
81
-1,978