TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.62M
3
+$954K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$915K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$723K

Top Sells

1
+$2.28M
2
+$1.25M
3
+$1.11M
4
VV icon
Vanguard Large-Cap ETF
VV
+$142K
5
VUG icon
Vanguard Growth ETF
VUG
+$98.6K

Sector Composition

1 Consumer Discretionary 3.73%
2 Consumer Staples 0.49%
3 Technology 0.48%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
74
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+210
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25
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10
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10
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15
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20
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14
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$1K ﹤0.01%
173
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$1K ﹤0.01%
41
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235
238
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100
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41
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5
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38
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+10
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$1K ﹤0.01%
+8
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$1K ﹤0.01%
19
-11
249
$1K ﹤0.01%
30
250
$1K ﹤0.01%
24
8 9
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11 12