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
$434M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$37.9M
3
+$14.3M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.02M

Top Sells

1
+$54.8M
2
+$17.6M
3
+$16.9M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$9.63M
5
VPU icon
Vanguard Utilities ETF
VPU
+$9.23M

Sector Composition

1 Consumer Discretionary 1.42%
2 Consumer Staples 0.4%
3 Industrials 0.38%
4 Technology 0.21%
5 Materials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$164K 0.04%
+2,896
52
$155K 0.04%
2,324
-3,954
53
$153K 0.04%
2,825
+18
54
$132K 0.03%
1,237
+4
55
$129K 0.03%
4,685
-315
56
$122K 0.03%
6,356
+28
57
$120K 0.03%
1,504
+4
58
$119K 0.03%
2,056
-609
59
$119K 0.03%
1,965
+23
60
$117K 0.03%
1,451
-4,832
61
$112K 0.03%
1,066
+4
62
$111K 0.03%
5,082
63
$104K 0.02%
1,180
+18
64
$104K 0.02%
3,935
-2,122
65
$103K 0.02%
1,950
+1,764
66
$99K 0.02%
1,984
+3
67
$96K 0.02%
1,283
+1
68
$96K 0.02%
825
+2
69
$88K 0.02%
+1,466
70
$86K 0.02%
1,556
-30
71
$80K 0.02%
2,027
-1,391
72
$79K 0.02%
1,169
73
$78K 0.02%
1,772
+21
74
$76K 0.02%
1,517
+1,368
75
$70K 0.02%
1,372
+3
1 2
3
4 5