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
$537M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$4.52M
3
+$4.26M
4
UPS icon
United Parcel Service
UPS
+$2.62M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.55M

Top Sells

1
+$1.34M
2
+$879K
3
+$633K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$476K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$192K

Sector Composition

1 Technology 3.29%
2 Communication Services 0.79%
3 Healthcare 0.57%
4 Industrials 0.54%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.04%
+2,264
102
$215K 0.04%
2,374
103
$209K 0.04%
+90,575
104
$207K 0.04%
+3,951
1 2 3 4
5