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
$440M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$9.04M
3
+$7.54M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.34M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.74M

Top Sells

1
+$21.1M
2
+$7.73M
3
+$2.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.73M
5
VTV icon
Vanguard Value ETF
VTV
+$1.74M

Sector Composition

1 Consumer Discretionary 1.61%
2 Industrials 0.4%
3 Consumer Staples 0.35%
4 Technology 0.22%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.06%
1,406
52
$246K 0.06%
4,376
+2,395
53
$243K 0.06%
2,763
54
$229K 0.05%
1,868
-39
55
$197K 0.04%
3,841
56
$193K 0.04%
+6,303
57
$190K 0.04%
64,474
58
$174K 0.04%
4,597
59
$173K 0.04%
3,821
-53
60
$161K 0.04%
6,404
+20
61
$148K 0.03%
3,819
+3,032
62
$147K 0.03%
3,278
+2,404
63
$143K 0.03%
1,785
-293
64
$143K 0.03%
2,362
-567
65
$123K 0.03%
1,464
+6
66
$122K 0.03%
1,244
+4
67
$120K 0.03%
2,123
+15
68
$117K 0.03%
4,260
-485
69
$115K 0.03%
1,042
+9
70
$106K 0.02%
3,969
+17
71
$103K 0.02%
1,984
72
$102K 0.02%
1,284
73
$94K 0.02%
472
-276
74
$91K 0.02%
829
+4
75
$91K 0.02%
5,082
1 2
3
4 5