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
$86.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.05%
2 Technology 0.64%
3 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.8M 13.71%
+107,427
2
$8.81M 10.21%
+42,863
3
$7.67M 8.88%
+85,558
4
$7.53M 8.72%
+36,390
5
$6.7M 7.77%
+60,569
6
$5.95M 6.89%
+126,682
7
$5.49M 6.36%
+189,620
8
$5.29M 6.13%
+95,679
9
$3.89M 4.51%
+35,275
10
$3.59M 4.16%
+70,954
11
$3.57M 4.14%
+29,892
12
$3.49M 4.05%
+62,357
13
$3.27M 3.79%
+41,150
14
$2.99M 3.47%
+27,270
15
$1.88M 2.18%
+32,910
16
$1.38M 1.6%
+28,628
17
$950K 1.1%
+20,205
18
$884K 1.02%
+22,426
19
$548K 0.64%
+19,864
20
$367K 0.43%
+7,324
21
$216K 0.25%
+2,767