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
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.62M
3
+$4.4M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.32M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.48M

Top Sells

1
+$3.1M
2
+$2.65M
3
+$549K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$448K
5
VV icon
Vanguard Large-Cap ETF
VV
+$418K

Sector Composition

1 Consumer Discretionary 5.41%
2 Technology 0.5%
3 Consumer Staples 0.43%
4 Materials 0.32%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$124K 0.03%
3,237
52
$119K 0.03%
3,960
+20
53
$117K 0.03%
1,122
54
$112K 0.03%
2,171
+15
55
$111K 0.03%
1,421
+7
56
$111K 0.03%
1,697
57
$107K 0.03%
3,477
+18
58
$103K 0.03%
717
59
$98K 0.03%
1,341
+6
60
$96K 0.03%
761
+7
61
$94K 0.03%
3,886
+171
62
$90K 0.02%
594
63
$83K 0.02%
1,284
64
$80K 0.02%
836
65
$73K 0.02%
1,744
66
$72K 0.02%
1,428
67
$72K 0.02%
437
-115
68
$67K 0.02%
404
+36
69
$66K 0.02%
780
70
$64K 0.02%
1,902
71
$63K 0.02%
757
+8
72
$63K 0.02%
1,460
73
$62K 0.02%
1,240
74
$62K 0.02%
1,979
+6
75
$60K 0.02%
1,112
+170
1 2
3
4 5