- New Purchases: CPNG, BMY, CRIS,
- Added Positions: SCHZ, PHB, AGG, HYG, IVV, SHYG, SCHB, SCHE, ITOT, CORP, SPAB, IEMG, PCY, SCHX, MUB, TFI, EMB, LQD, SPIB, SPTM, SPEM, IWF, IWD, QCOM, PG,
- Reduced Positions: SCHO, SHY, SCHF, SPDW, SCHM, FLOT, IJH, SPSB, AMZN, SPMD, JPM, FLRN, AAPL, IEFA, SPLG, SPSM, SCHD, MRK, T, JNJ, SPYD, VEU, CL, VZ, PFE, DGRO, BRK.B, VWO,
- Sold Out: TSLA, AIG,
For the details of Towercrest Capital Management's stock buys and sells, go to https://www.gurufocus.com/guru/towercrest+capital+management/current-portfolio/portfolio
These are the top 5 holdings of Towercrest Capital Management- Schwab U.S. Large-Cap ETF (SCHX) - 420,777 shares, 8.65% of the total portfolio. Shares added by 1.45%
- Schwab US Aggregate Bond ETF (SCHZ) - 575,324 shares, 6.65% of the total portfolio. Shares added by 12.74%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 271,672 shares, 6.62% of the total portfolio. Shares added by 8.84%
- iShares Core S&P 500 ETF (IVV) - 56,636 shares, 4.84% of the total portfolio. Shares added by 6.96%
- SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 635,795 shares, 4.17% of the total portfolio. Shares reduced by 1.47%
Towercrest Capital Management initiated holding in Coupang Inc. The purchase prices were between $43.29 and $50.45, with an estimated average price of $46.22. The stock is now traded at around $36.430000. The impact to a portfolio due to this purchase was 0.12%. The holding were 11,000 shares as of 2021-03-31.
New Purchase: Bristol-Myers Squibb Company (BMY)Towercrest Capital Management initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $59.34 and $66.74, with an estimated average price of $62.18. The stock is now traded at around $64.880000. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,490 shares as of 2021-03-31.
New Purchase: Curis Inc (CRIS)Towercrest Capital Management initiated holding in Curis Inc. The purchase prices were between $8.78 and $12.8, with an estimated average price of $10.46. The stock is now traded at around $13.570000. The impact to a portfolio due to this purchase was 0.05%. The holding were 20,000 shares as of 2021-03-31.
Added: Invesco Fundamental High Yield Corporate Bond ETF (PHB)Towercrest Capital Management added to a holding in Invesco Fundamental High Yield Corporate Bond ETF by 21.11%. The purchase prices were between $19.03 and $19.35, with an estimated average price of $19.2. The stock is now traded at around $19.440000. The impact to a portfolio due to this purchase was 0.55%. The holding were 766,947 shares as of 2021-03-31.
Sold Out: Tesla Inc (TSLA)Towercrest Capital Management sold out a holding in Tesla Inc. The sale prices were between $563 and $883.09, with an estimated average price of $754.2.
Sold Out: American International Group Inc (AIG)Towercrest Capital Management sold out a holding in American International Group Inc. The sale prices were between $37.13 and $48.44, with an estimated average price of $43.18.
Here is the complete portfolio of Towercrest Capital Management. Also check out:
1. Towercrest Capital Management's Undervalued Stocks
2. Towercrest Capital Management's Top Growth Companies, and
3. Towercrest Capital Management's High Yield stocks
4. Stocks that Towercrest Capital Management keeps buying