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
$608M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.23M
3
+$1.62M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.23M

Top Sells

1
+$1.39M
2
+$954K
3
+$748K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$479K
5
AAPL icon
Apple
AAPL
+$438K

Sector Composition

1 Technology 3.57%
2 Communication Services 0.91%
3 Healthcare 0.59%
4 Financials 0.58%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$449K 0.07%
1,305
-14
77
$447K 0.07%
2,586
78
$433K 0.07%
2,626
-52
79
$423K 0.07%
15,107
+100
80
$412K 0.07%
2,635
81
$396K 0.07%
1,749
82
$376K 0.06%
17,970
83
$362K 0.06%
7,627
84
$356K 0.06%
5,031
+985
85
$355K 0.06%
2,150
+2
86
$353K 0.06%
2,498
87
$351K 0.06%
+1,780
88
$337K 0.06%
5,721
89
$323K 0.05%
2,926
+979
90
$299K 0.05%
+37,734
91
$298K 0.05%
351
92
$287K 0.05%
2,545
-45
93
$284K 0.05%
2,856
+12
94
$280K 0.05%
2,885
+1
95
$279K 0.05%
6,307
96
$273K 0.04%
6,960
+2,123
97
$272K 0.04%
4,010
98
$269K 0.04%
905
99
$269K 0.04%
3,652
100
$247K 0.04%
1,357
1 2 3
4
5