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
$426M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.01M
3
+$5.7M
4
VTV icon
Vanguard Value ETF
VTV
+$4.44M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Top Sells

1
+$10M
2
+$7.01M
3
+$6.08M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.07M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.77M

Sector Composition

1 Consumer Discretionary 2.17%
2 Industrials 0.4%
3 Consumer Staples 0.32%
4 Materials 0.19%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 0.96%
157,051
+1,764
27
$3.53M 0.83%
60,290
+3,249
28
$3.06M 0.72%
39,129
-15,984
29
$2.51M 0.59%
29,751
+701
30
$2.5M 0.59%
47,396
-29,134
31
$2.4M 0.56%
48,321
+590
32
$2.29M 0.54%
28,567
-18,930
33
$1.09M 0.25%
11,356
+18
34
$1.07M 0.25%
10,508
-4,716
35
$996K 0.23%
17,706
+1,340
36
$791K 0.19%
15,988
+46
37
$712K 0.17%
41,855
38
$709K 0.17%
8,008
+36
39
$698K 0.16%
16,116
-323
40
$665K 0.16%
+16,106
41
$556K 0.13%
5,186
-343
42
$491K 0.12%
2,969
-368
43
$483K 0.11%
3,501
44
$434K 0.1%
4,484
-4,093
45
$429K 0.1%
4,319
-13,032
46
$427K 0.1%
7,699
+1,524
47
$407K 0.1%
6,852
+1,046
48
$394K 0.09%
5,045
-31,719
49
$387K 0.09%
8,168
+2,376
50
$357K 0.08%
88,596
+24,122
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