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
$545M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.51M
3
+$6.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.99M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.74M

Top Sells

1
+$12.6M
2
+$6.72M
3
+$2.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.35M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.48M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 0.49%
3 Consumer Staples 0.25%
4 Materials 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
10
227
$1K ﹤0.01%
201
228
$1K ﹤0.01%
210
229
$1K ﹤0.01%
74
230
$1K ﹤0.01%
10
231
$1K ﹤0.01%
36
232
$1K ﹤0.01%
+20
233
$1K ﹤0.01%
+100
234
$1K ﹤0.01%
20
235
$1K ﹤0.01%
25
236
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38
237
$1K ﹤0.01%
+23
238
$1K ﹤0.01%
96
239
$1K ﹤0.01%
29
240
$1K ﹤0.01%
41
241
$0 ﹤0.01%
20
242
$0 ﹤0.01%
12
243
$0 ﹤0.01%
5
244
– –
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$0 ﹤0.01%
3
246
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247
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248
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249
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250
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8 9
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11 12