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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
251
$1K ﹤0.01%
25
252
$1K ﹤0.01%
38
253
$1K ﹤0.01%
5
254
$1K ﹤0.01%
41
255
$1K ﹤0.01%
29
256
$1K ﹤0.01%
100
257
$1K ﹤0.01%
235
258
$1K ﹤0.01%
41
259
– –
-455
260
$0 ﹤0.01%
20
261
$0 ﹤0.01%
25
262
$0 ﹤0.01%
15
263
– –
-136
264
$0 ﹤0.01%
5
265
$0 ﹤0.01%
3
266
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$0 ﹤0.01%
1
268
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-11
269
$0 ﹤0.01%
8
270
$0 ﹤0.01%
8
271
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272
$0 ﹤0.01%
2
273
– –
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274
$0 ﹤0.01%
17
275
– –
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8 9 10
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12