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
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.62M
3
+$4.4M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.32M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.48M

Top Sells

1
+$3.1M
2
+$2.65M
3
+$549K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$448K
5
VV icon
Vanguard Large-Cap ETF
VV
+$418K

Sector Composition

1 Consumer Discretionary 5.41%
2 Technology 0.5%
3 Consumer Staples 0.43%
4 Materials 0.32%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.32%
8,008
27
$974K 0.27%
21,048
+700
28
$933K 0.26%
8,572
29
$819K 0.22%
3,606
+1
30
$802K 0.22%
10,181
+73
31
$687K 0.19%
7,315
-3,195
32
$632K 0.17%
6,414
33
$579K 0.16%
10,581
-1,146
34
$559K 0.15%
4,116
+8
35
$531K 0.15%
2,128
+86
36
$491K 0.13%
3,495
+312
37
$481K 0.13%
7,190
+14
38
$417K 0.11%
8,117
+179
39
$313K 0.09%
800
40
$267K 0.07%
3,226
41
$261K 0.07%
5,285
+180
42
$258K 0.07%
2,763
43
$253K 0.07%
3,239
44
$221K 0.06%
7,755
45
$173K 0.05%
2,214
-673
46
$165K 0.05%
2,978
47
$130K 0.04%
1,898
+30
48
$128K 0.04%
660
49
$125K 0.03%
2,156
50
$124K 0.03%
2,303
1
2
3 4 5