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
$335M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.64M
3
+$466K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$362K
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$349K

Top Sells

1
+$9.11M
2
+$1.47M
3
+$925K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$716K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$648K

Sector Composition

1 Consumer Discretionary 4.79%
2 Consumer Staples 0.52%
3 Industrials 0.39%
4 Technology 0.34%
5 Materials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$128K 0.04%
3,237
52
$124K 0.04%
4,060
+18
53
$117K 0.03%
2,303
54
$112K 0.03%
1,400
-219
55
$105K 0.03%
+700
56
$103K 0.03%
1,284
57
$94K 0.03%
1,385
+3
58
$85K 0.03%
713
59
$84K 0.03%
924
+5
60
$81K 0.02%
1,238
61
$79K 0.02%
584
-21
62
$67K 0.02%
572
63
$67K 0.02%
1,151
+5
64
$65K 0.02%
836
65
$63K 0.02%
1,412
+4
66
$61K 0.02%
435
-37
67
$61K 0.02%
1,744
68
$61K 0.02%
1,438
+6
69
$59K 0.02%
742
-14
70
$58K 0.02%
1,170
+4
71
$56K 0.02%
1,120
+34
72
$53K 0.02%
454
73
$53K 0.02%
303
+53
74
$52K 0.02%
1,060
75
$51K 0.02%
647
1 2
3
4 5