TCM
Towercrest Capital Management Portfolio holdings
AUM
$560M
This Quarter Return
+1.72%
1 Year Return
+9.08%
3 Year Return
+31.53%
5 Year Return
+36.31%
10 Year Return
+67.35%
AUM
$86.3M
AUM Growth
–
Cap. Flow
+$86.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.35%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$8.81M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$7.67M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.53M |
| 5 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$6.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.05% |
| 2 | Technology | 0.64% |
| 3 | Communication Services | 0.25% |
