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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 $559,012,481
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 106,665 $50,946,611 9.11%
2.
Schwab Strategic Trust
 FNDF 776,829 $43,813,172 7.83%
3.
Ishares Tr
 587,542 $29,741,371 5.32%
4.
Ishares Trust
 IEF 289,164 $28,699,565 5.13%
5.
Ishares Tr
 329,369 $25,489,831 4.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)