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
$426M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.01M
3
+$5.7M
4
VTV icon
Vanguard Value ETF
VTV
+$4.44M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Top Sells

1
+$10M
2
+$7.01M
3
+$6.08M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.07M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.77M

Sector Composition

1 Consumer Discretionary 2.17%
2 Industrials 0.4%
3 Consumer Staples 0.32%
4 Materials 0.19%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.06%
4,505
-1,122
52
$248K 0.06%
3,841
53
$244K 0.06%
2,872
54
$237K 0.06%
5,820
55
$222K 0.05%
2,763
56
$216K 0.05%
1,406
57
$215K 0.05%
1,808
+9
58
$201K 0.05%
3,821
59
$172K 0.04%
5,524
+4
60
$158K 0.04%
5,138
-1,184
61
$154K 0.04%
3,819
62
$145K 0.03%
1,798
+4
63
$135K 0.03%
2,199
+8
64
$133K 0.03%
1,284
65
$129K 0.03%
4,255
+105
66
$119K 0.03%
1,519
-1,519
67
$118K 0.03%
2,156
+17
68
$110K 0.03%
529
+100
69
$103K 0.02%
831
+1
70
$99K 0.02%
1,995
+499
71
$79K 0.02%
603
72
$78K 0.02%
1,772
73
$77K 0.02%
1,528
+4
74
$72K 0.02%
1,387
+3
75
$71K 0.02%
713
1 2
3
4 5