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
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.62M
3
+$4.4M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.32M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.48M

Top Sells

1
+$3.1M
2
+$2.65M
3
+$549K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$448K
5
VV icon
Vanguard Large-Cap ETF
VV
+$418K

Sector Composition

1 Consumer Discretionary 5.41%
2 Technology 0.5%
3 Consumer Staples 0.43%
4 Materials 0.32%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59K 0.02%
1,187
+5
77
$58K 0.02%
236
78
$57K 0.02%
1,174
+6
79
$55K 0.02%
454
80
$47K 0.01%
580
81
$44K 0.01%
1,765
+8
82
$42K 0.01%
1,274
83
$42K 0.01%
552
84
$41K 0.01%
945
85
$39K 0.01%
647
86
$37K 0.01%
200
87
$34K 0.01%
325
+106
88
$34K 0.01%
1,500
89
$33K 0.01%
1,281
90
$32K 0.01%
163
91
$31K 0.01%
235
+36
92
$29K 0.01%
520
93
$29K 0.01%
493
94
$27K 0.01%
247
95
$26K 0.01%
360
96
$26K 0.01%
311
97
$26K 0.01%
84
98
$25K 0.01%
101
99
$24K 0.01%
405
100
$24K 0.01%
552
-8
2 3
4
5 6