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
$593M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.62M
3
+$1.41M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.1M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.04M

Top Sells

1
+$1.04M
2
+$844K
3
+$541K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$340K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$280K

Sector Composition

1 Technology 3.16%
2 Communication Services 0.86%
3 Healthcare 0.61%
4 Financials 0.59%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.04%
3,901
-52
102
$228K 0.04%
5,411
-259
103
$222K 0.04%
1,947
-183
104
$216K 0.04%
2,374
105
$215K 0.04%
+512
106
$214K 0.04%
1,100
107
$210K 0.04%
4,837
+10
108
– –
-1,799
1 2 3 4
5