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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
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
+$33M
2
+$13.9M
3
+$7.65M
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
+$2.09M
2
+$1.68M
3
+$841K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$480K
5
PEP icon
PepsiCo
PEP
+$476K

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%
21
227
$3K ﹤0.01%
130
228
$3K ﹤0.01%
205
229
$3K ﹤0.01%
+45
230
$3K ﹤0.01%
60
231
$2K ﹤0.01%
74
232
$2K ﹤0.01%
15
233
$2K ﹤0.01%
+24
234
$2K ﹤0.01%
14
235
$2K ﹤0.01%
20
236
$2K ﹤0.01%
15
237
$2K ﹤0.01%
10
238
$2K ﹤0.01%
10
239
$2K ﹤0.01%
25
240
$2K ﹤0.01%
210
241
$2K ﹤0.01%
+44
242
$2K ﹤0.01%
34
243
$2K ﹤0.01%
96
244
$1K ﹤0.01%
19
245
$1K ﹤0.01%
10
246
$1K ﹤0.01%
173
247
$1K ﹤0.01%
12
248
$1K ﹤0.01%
364
249
$1K ﹤0.01%
24
250
$1K ﹤0.01%
20
8 9
10
11 12