TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
+5.17%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$388M
AUM Growth
+$388M
(+6.2%)
Cap. Flow
+$4.59M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
71.46%
Holding
214
New
19
Increased
39
Reduced
24
Closed
9
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.49M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.33M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$4.88M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.33M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$854K |
Sector Composition
| 1 | Consumer Discretionary | 5.88% |
| 2 | Technology | 0.55% |
| 3 | Consumer Staples | 0.39% |
| 4 | Materials | 0.36% |
| 5 | Industrials | 0.3% |
