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
$475M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.21M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.57M

Top Sells

1
+$9.83M
2
+$424K
3
+$383K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$348K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K

Sector Composition

1 Consumer Discretionary 3.65%
2 Consumer Staples 0.45%
3 Technology 0.43%
4 Materials 0.28%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$172K 0.04%
2,166
+10
52
$155K 0.03%
2,316
+364
53
$147K 0.03%
1,810
+441
54
$145K 0.03%
3,237
55
$144K 0.03%
3,008
56
$133K 0.03%
845
-34
57
$127K 0.03%
1,029
58
$116K 0.02%
2,303
59
$114K 0.02%
2,264
+16
60
$114K 0.02%
4,796
61
$111K 0.02%
1,063
+44
62
$110K 0.02%
660
63
$109K 0.02%
717
64
$103K 0.02%
1,013
65
$99K 0.02%
900
+64
66
$99K 0.02%
1,354
+3
67
$86K 0.02%
496
+31
68
$84K 0.02%
2,734
-799
69
$84K 0.02%
1,744
70
$82K 0.02%
1,522
71
$80K 0.02%
900
72
$79K 0.02%
1,460
73
$75K 0.02%
1,430
+6
74
$71K 0.02%
1,331
+1
75
$70K 0.01%
1,902
1 2
3
4 5