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
$365M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$616K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$451K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$376K

Top Sells

1
+$1.02M
2
+$796K
3
+$588K
4
VV icon
Vanguard Large-Cap ETF
VV
+$421K
5
VB icon
Vanguard Small-Cap ETF
VB
+$168K

Sector Composition

1 Consumer Discretionary 5.48%
2 Consumer Staples 0.49%
3 Technology 0.45%
4 Industrials 0.34%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-215
277
– –
-94
278
$0 ﹤0.01%
+10
279
$0 ﹤0.01%
7
280
– –
-378
281
– –
-52
282
– –
-242
283
– –
-1,560
284
– –
-148
285
– –
-91
286
$0 ﹤0.01%
11
287
– –
-318
288
$0 ﹤0.01%
22
289
– –
-6
8 9 10 11
12