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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
276
– –
-6
277
$0 ﹤0.01%
2
278
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-16
279
$0 ﹤0.01%
6
280
– –
-68
281
$0 ﹤0.01%
5
282
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-172
283
– –
-762
284
$0 ﹤0.01%
3
285
$0 ﹤0.01%
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286
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-54
287
$0 ﹤0.01%
6
288
– –
-234
289
– –
-432
290
$0 ﹤0.01%
5
291
$0 ﹤0.01%
4
292
– –
0
293
$0 ﹤0.01%
200
294
– –
-450
295
– –
-10
8 9 10 11
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