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
251
– –
-518
252
$0 ﹤0.01%
8
253
$0 ﹤0.01%
8
254
– –
-93
255
$0 ﹤0.01%
1
256
– –
-690
257
$0 ﹤0.01%
2
258
– –
-3,060
259
– –
-17
260
$0 ﹤0.01%
55
261
– –
-2
262
$0 ﹤0.01%
1
-690
263
– –
-335
264
– –
-116
265
– –
-77
266
– –
-442
267
– –
-32
268
$0 ﹤0.01%
5
269
– –
-759
270
– –
-664
271
$0 ﹤0.01%
10
272
– –
-906
273
– –
-3
274
– –
-1,614
275
$0 ﹤0.01%
1
-545
8 9 10
11
12