TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$559M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$13.9M
3
+$7.63M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M

Top Sells

1
+$2.1M
2
+$1.62M
3
+$842K
4
PEP icon
PepsiCo
PEP
+$491K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$483K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 0.5%
3 Consumer Staples 0.34%
4 Materials 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
130
227
$3K ﹤0.01%
205
228
$3K ﹤0.01%
+45
229
$3K ﹤0.01%
15
230
$3K ﹤0.01%
60
231
$2K ﹤0.01%
15
232
$2K ﹤0.01%
14
233
$2K ﹤0.01%
20
234
$2K ﹤0.01%
10
235
$2K ﹤0.01%
10
236
$2K ﹤0.01%
25
237
$2K ﹤0.01%
210
238
$2K ﹤0.01%
74
239
$2K ﹤0.01%
15
240
$2K ﹤0.01%
+24
241
$2K ﹤0.01%
+44
242
$2K ﹤0.01%
34
243
$2K ﹤0.01%
96
244
$1K ﹤0.01%
12
245
$1K ﹤0.01%
364
246
$1K ﹤0.01%
24
247
$1K ﹤0.01%
8
248
$1K ﹤0.01%
10
249
$1K ﹤0.01%
20
250
$1K ﹤0.01%
25
8 9
10
11 12