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
$475M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.21M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.57M

Top Sells

1
+$9.83M
2
+$424K
3
+$383K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$348K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K

Sector Composition

1 Consumer Discretionary 3.65%
2 Consumer Staples 0.45%
3 Technology 0.43%
4 Materials 0.28%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.4%
44,984
+2,629
27
$1.66M 0.35%
30,104
-1,549
28
$1.48M 0.31%
75,535
-12,500
29
$1.32M 0.28%
7,777
30
$1.25M 0.26%
11,284
+10,860
31
$1.05M 0.22%
8,572
32
$967K 0.2%
20,356
+4
33
$756K 0.16%
6,414
34
$721K 0.15%
9,308
-10
35
$674K 0.14%
20,742
+12,648
36
$655K 0.14%
3,613
+3
37
$638K 0.13%
6,451
-499
38
$536K 0.11%
9,429
+20
39
$534K 0.11%
4,146
40
$447K 0.09%
5,527
-650
41
$385K 0.08%
7,953
-1,284
42
$366K 0.08%
5,643
-1,512
43
$344K 0.07%
6,837
+233
44
$333K 0.07%
6,812
45
$323K 0.07%
3,239
46
$321K 0.07%
3,030
+67
47
$297K 0.06%
4,880
-2,271
48
$285K 0.06%
800
49
$278K 0.06%
6,339
+1,054
50
$254K 0.05%
2,763
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