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
$426M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.01M
3
+$5.7M
4
VTV icon
Vanguard Value ETF
VTV
+$4.44M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Top Sells

1
+$10M
2
+$7.01M
3
+$6.08M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.07M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.77M

Sector Composition

1 Consumer Discretionary 2.17%
2 Industrials 0.4%
3 Consumer Staples 0.32%
4 Materials 0.19%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67K 0.02%
812
+1
77
$63K 0.01%
2,562
-1,427
78
$62K 0.01%
836
79
$62K 0.01%
1,851
80
$60K 0.01%
1,298
81
$56K 0.01%
4,278
-1,905
82
$55K 0.01%
647
+2
83
$53K 0.01%
456
-592
84
$53K 0.01%
1,114
+4
85
$48K 0.01%
3,389
86
$48K 0.01%
1,060
87
$47K 0.01%
967
+3
88
$45K 0.01%
+3,000
89
$45K 0.01%
770
-12
90
$45K 0.01%
1,744
91
$45K 0.01%
552
92
$43K 0.01%
572
+7
93
$43K 0.01%
1,238
94
$39K 0.01%
29,429
95
$37K 0.01%
400
+189
96
$36K 0.01%
+548
97
$32K 0.01%
1,243
98
$32K 0.01%
150
99
$31K 0.01%
+806
100
$31K 0.01%
339
2 3
4
5 6