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
$365M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$616K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$451K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$376K

Top Sells

1
+$1.02M
2
+$796K
3
+$588K
4
VV icon
Vanguard Large-Cap ETF
VV
+$421K
5
VB icon
Vanguard Small-Cap ETF
VB
+$168K

Sector Composition

1 Consumer Discretionary 5.48%
2 Consumer Staples 0.49%
3 Technology 0.45%
4 Industrials 0.34%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.02%
1,460
+1
77
$56K 0.02%
454
78
$52K 0.01%
+235
79
$51K 0.01%
1,270
+1,022
80
$51K 0.01%
1,729
81
$48K 0.01%
945
82
$47K 0.01%
647
-99
83
$44K 0.01%
1,753
+9
84
$40K 0.01%
680
+580
85
$36K 0.01%
552
86
$36K 0.01%
202
87
$34K 0.01%
200
88
$31K 0.01%
+162
89
$31K 0.01%
1,500
90
$29K 0.01%
38,175
91
$28K 0.01%
246
+1
92
$28K 0.01%
1,281
93
$27K 0.01%
520
+400
94
$26K 0.01%
360
95
$26K 0.01%
84
96
$26K 0.01%
430
97
$24K 0.01%
229
+1
98
$24K 0.01%
310
+1
99
$24K 0.01%
339
+4
100
$23K 0.01%
3,000
2 3
4
5 6