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
$440M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$9.04M
3
+$7.54M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.34M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.74M

Top Sells

1
+$21.1M
2
+$7.73M
3
+$2.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.73M
5
VTV icon
Vanguard Value ETF
VTV
+$1.74M

Sector Composition

1 Consumer Discretionary 1.61%
2 Industrials 0.4%
3 Consumer Staples 0.35%
4 Technology 0.22%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 1.11%
65,305
-22,361
27
$4.74M 1.08%
+53,114
28
$4.09M 0.93%
154,691
-6,253
29
$4.06M 0.92%
154,018
-2,909
30
$3.18M 0.72%
54,535
+14,387
31
$2.94M 0.67%
36,745
+35,234
32
$2.64M 0.6%
52,735
+4,601
33
$2.09M 0.48%
29,073
-8,819
34
$1.85M 0.42%
41,838
-35,304
35
$1.65M 0.38%
31,354
+29,404
36
$1.53M 0.35%
+15,133
37
$1.05M 0.24%
11,338
+13
38
$833K 0.19%
+15,299
39
$783K 0.18%
8,577
-2,950
40
$762K 0.17%
4,722
+1,003
41
$676K 0.15%
16,324
-554
42
$539K 0.12%
7,936
+39
43
$523K 0.12%
5,166
-244
44
$514K 0.12%
41,770
+105
45
$415K 0.09%
3,501
46
$349K 0.08%
6,748
+2,259
47
$270K 0.06%
5,038
+814
48
$270K 0.06%
5,820
49
$270K 0.06%
2,872
50
$266K 0.06%
3,038
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