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
$493M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$964K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$921K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

Top Sells

1
+$2.29M
2
+$1.25M
3
+$1.15M
4
VV icon
Vanguard Large-Cap ETF
VV
+$145K
5
VUG icon
Vanguard Growth ETF
VUG
+$100K

Sector Composition

1 Consumer Discretionary 3.73%
2 Consumer Staples 0.49%
3 Technology 0.48%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$168K 0.03%
2,376
+60
52
$167K 0.03%
6,616
+1,820
53
$159K 0.03%
1,915
+105
54
$150K 0.03%
3,237
55
$145K 0.03%
1,854
+1,295
56
$140K 0.03%
858
+13
57
$136K 0.03%
3,008
58
$136K 0.03%
2,698
+434
59
$128K 0.03%
1,029
60
$127K 0.03%
660
61
$117K 0.02%
1,065
+2
62
$113K 0.02%
717
63
$113K 0.02%
1,013
64
$103K 0.02%
2,645
+2,105
65
$102K 0.02%
2,303
66
$102K 0.02%
1,361
+7
67
$91K 0.02%
900
68
$90K 0.02%
623
+127
69
$89K 0.02%
1,744
70
$88K 0.02%
2,133
+1,263
71
$87K 0.02%
1,529
+806
72
$85K 0.02%
900
73
$83K 0.02%
1,522
74
$80K 0.02%
1,460
75
$79K 0.02%
1,902
1 2
3
4 5