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
$621M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.01M
3
+$923K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$548K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$539K

Top Sells

1
+$3.66M
2
+$2.13M
3
+$2.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.27M

Sector Composition

1 Technology 3.52%
2 Communication Services 0.96%
3 Financials 0.56%
4 Healthcare 0.53%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.03%
+3,924
102
– –
-1,357
103
– –
-6,307
104
– –
-695
105
– –
-37,734
106
– –
-1,780
107
– –
-2,613
108
– –
-840
109
– –
-10,546
110
– –
-3,860
1 2 3 4
5