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
$340M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.17M
3
+$5.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$581K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$506K

Top Sells

1
+$5.59M
2
+$5.22M
3
+$3.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.15M

Sector Composition

1 Consumer Discretionary 5.85%
2 Consumer Staples 0.51%
3 Industrials 0.36%
4 Technology 0.3%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$131K 0.04%
2,156
52
$127K 0.04%
1,619
-223
53
$124K 0.04%
4,042
-635
54
$109K 0.03%
2,303
55
$101K 0.03%
1,284
56
$90K 0.03%
1,382
57
$88K 0.03%
3,237
58
$81K 0.02%
713
59
$81K 0.02%
919
+4
60
$79K 0.02%
1,199
-156
61
$79K 0.02%
605
-17
62
$78K 0.02%
1,238
63
$69K 0.02%
836
64
$67K 0.02%
1,146
+5
65
$65K 0.02%
472
+1
66
$65K 0.02%
572
67
$61K 0.02%
1,408
+580
68
$58K 0.02%
756
-219
69
$58K 0.02%
1,166
+4
70
$56K 0.02%
1,744
71
$56K 0.02%
1,086
+427
72
$55K 0.02%
38,175
+8,746
73
$54K 0.02%
1,723
74
$54K 0.02%
647
75
$52K 0.02%
454
1 2
3
4 5