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
$493M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$964K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$921K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

Top Sells

1
+$2.29M
2
+$1.25M
3
+$1.15M
4
VV icon
Vanguard Large-Cap ETF
VV
+$145K
5
VUG icon
Vanguard Growth ETF
VUG
+$100K

Sector Composition

1 Consumer Discretionary 3.73%
2 Consumer Staples 0.49%
3 Technology 0.48%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.43%
49,542
+4,558
27
$2.03M 0.41%
39,880
+170
28
$1.66M 0.34%
30,502
+398
29
$1.24M 0.25%
7,777
30
$1.17M 0.24%
8,935
+363
31
$1.01M 0.2%
20,356
32
$859K 0.17%
6,414
33
$764K 0.16%
20,736
-6
34
$758K 0.15%
9,383
+75
35
$638K 0.13%
6,462
+11
36
$594K 0.12%
3,617
+4
37
$546K 0.11%
9,282
-147
38
$543K 0.11%
4,156
+10
39
$439K 0.09%
6,683
+1,040
40
$374K 0.08%
4,877
-650
41
$368K 0.07%
5,990
+1,110
42
$366K 0.07%
7,454
-499
43
$358K 0.07%
3,239
44
$346K 0.07%
6,850
+13
45
$335K 0.07%
6,965
+153
46
$325K 0.07%
3,213
+450
47
$323K 0.07%
3,031
+1
48
$303K 0.06%
7,382
+1,043
49
$294K 0.06%
800
50
$173K 0.04%
2,166
1
2
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