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
$335M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.64M
3
+$466K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$362K
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$349K

Top Sells

1
+$9.11M
2
+$1.47M
3
+$925K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$716K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$648K

Sector Composition

1 Consumer Discretionary 4.79%
2 Consumer Staples 0.52%
3 Industrials 0.39%
4 Technology 0.34%
5 Materials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49K 0.01%
1,723
77
$44K 0.01%
38,175
78
$44K 0.01%
1,737
+6
79
$41K 0.01%
1,321
+1,048
80
$39K 0.01%
+1,163
81
$36K 0.01%
+1,500
82
$35K 0.01%
1,281
83
$31K 0.01%
202
+1
84
$29K 0.01%
552
85
$26K 0.01%
360
+2
86
$26K 0.01%
243
-64
87
$24K 0.01%
+157
88
$24K 0.01%
227
89
$24K 0.01%
430
90
$24K 0.01%
493
91
$22K 0.01%
308
92
$22K 0.01%
84
93
$21K 0.01%
335
+4
94
$20K 0.01%
406
+2
95
$20K 0.01%
245
96
$20K 0.01%
665
97
$19K 0.01%
297
98
$18K 0.01%
587
-9
99
$17K 0.01%
252
100
$17K 0.01%
3,000
2 3
4
5 6