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
$440M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$9.04M
3
+$7.54M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.34M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.74M

Top Sells

1
+$21.1M
2
+$7.73M
3
+$2.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.73M
5
VTV icon
Vanguard Value ETF
VTV
+$1.74M

Sector Composition

1 Consumer Discretionary 1.61%
2 Industrials 0.4%
3 Consumer Staples 0.35%
4 Technology 0.22%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85K 0.02%
1,169
77
$77K 0.02%
1,521
+2
78
$77K 0.02%
1,772
79
$74K 0.02%
+603
80
$73K 0.02%
2,027
81
$73K 0.02%
1,491
+14
82
$72K 0.02%
1,851
83
$65K 0.01%
713
84
$58K 0.01%
1,298
85
$57K 0.01%
1,168
+7
86
$57K 0.01%
29,429
87
$55K 0.01%
3,389
88
$53K 0.01%
1,380
+5
89
$51K 0.01%
1,060
90
$47K 0.01%
558
+6
91
$46K 0.01%
884
-548
92
$45K 0.01%
690
-637
93
$44K 0.01%
836
94
$42K 0.01%
1,106
+4
95
$41K 0.01%
1,744
96
$40K 0.01%
+412
97
$38K 0.01%
643
+2
98
$38K 0.01%
1,243
99
$36K 0.01%
1,238
+2
100
$36K 0.01%
150
2 3
4
5 6