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
$365M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$616K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$451K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$376K

Top Sells

1
+$1.02M
2
+$796K
3
+$588K
4
VV icon
Vanguard Large-Cap ETF
VV
+$421K
5
VB icon
Vanguard Small-Cap ETF
VB
+$168K

Sector Composition

1 Consumer Discretionary 5.48%
2 Consumer Staples 0.49%
3 Technology 0.45%
4 Industrials 0.34%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$120K 0.03%
1,122
52
$119K 0.03%
3,928
+29
53
$118K 0.03%
1,455
-82
54
$116K 0.03%
660
+110
55
$116K 0.03%
2,156
56
$113K 0.03%
2,148
+16
57
$112K 0.03%
1,410
+8
58
$106K 0.03%
3,450
+23
59
$104K 0.03%
1,402
+11
60
$97K 0.03%
1,593
+432
61
$96K 0.03%
715
+2
62
$93K 0.03%
1,284
-58
63
$93K 0.03%
747
+547
64
$88K 0.02%
592
+3
65
$84K 0.02%
551
+1
66
$78K 0.02%
836
67
$72K 0.02%
+1,902
68
$70K 0.02%
1,424
+6
69
$68K 0.02%
1,744
-88
70
$67K 0.02%
1,162
+6
71
$65K 0.02%
329
-11
72
$63K 0.02%
749
+7
73
$61K 0.02%
580
-92
74
$59K 0.02%
1,178
+4
75
$57K 0.02%
1,240
1 2
3
4 5