TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10%
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
+$2.07M
2
+$1.65M
3
+$964K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$921K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

Top Sells

1
+$2.29M
2
+$1.25M
3
+$1.15M
4
VV icon
Vanguard Large-Cap ETF
VV
+$145K
5
VUG icon
Vanguard Growth ETF
VUG
+$100K

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
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$1K ﹤0.01%
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