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Home > Institutional Investor > Towercrest Capital Management > Profile

Instuitional Investor - Towercrest Capital Management

Fund Profile
Filing Period:
Fund Name: Towercrest Capital Management
Portfolio Value $560,234,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,280,596 $55,737,771 9.95%
2.
Ishares Trust
 IEF 87,231 $54,209,561 9.68%
3.
Ishares Trust
 IEF 308,652 $30,614,948 5.46%
4.
Ishares Tr - IBOXX HI YD ETF
 332,071 $26,781,436 4.78%
5.
Ishares Tr - FLTG RATE NT ETF
 504,762 $25,752,955 4.6%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)