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
$340M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.17M
3
+$5.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$581K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$506K

Top Sells

1
+$5.59M
2
+$5.22M
3
+$3.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.15M

Sector Composition

1 Consumer Discretionary 5.85%
2 Consumer Staples 0.51%
3 Industrials 0.36%
4 Technology 0.3%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50K 0.01%
1,060
77
$44K 0.01%
1,731
+5
78
$43K 0.01%
1,432
+6
79
$40K 0.01%
+250
80
$40K 0.01%
1,281
81
$33K 0.01%
4,000
82
$32K 0.01%
307
-77
83
$30K 0.01%
376
-497
84
$30K 0.01%
552
85
$26K 0.01%
201
+1
86
$24K 0.01%
+358
87
$24K 0.01%
227
88
$24K 0.01%
430
89
$24K 0.01%
22,680
90
$23K 0.01%
3,000
91
$21K 0.01%
308
+2
92
$21K 0.01%
905
93
$20K 0.01%
245
94
$20K 0.01%
+331
95
$20K 0.01%
84
96
$20K 0.01%
297
97
$19K 0.01%
665
98
$19K 0.01%
388
99
$18K 0.01%
404
+2
100
$18K 0.01%
596
-11
2 3
4
5 6