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
$475M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.21M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.57M

Top Sells

1
+$9.83M
2
+$424K
3
+$383K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$348K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K

Sector Composition

1 Consumer Discretionary 3.65%
2 Consumer Staples 0.45%
3 Technology 0.43%
4 Materials 0.28%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$68K 0.01%
1,374
+241
77
$64K 0.01%
1,324
78
$58K 0.01%
236
79
$56K 0.01%
454
80
$56K 0.01%
366
-74
81
$54K 0.01%
3,857
-1,200
82
$54K 0.01%
610
83
$51K 0.01%
1,274
84
$46K 0.01%
734
+87
85
$44K 0.01%
552
86
$43K 0.01%
559
+244
87
$43K 0.01%
723
+3
88
$42K 0.01%
720
89
$40K 0.01%
760
90
$40K 0.01%
945
91
$36K 0.01%
200
92
$36K 0.01%
8,000
93
$35K 0.01%
295
94
$35K 0.01%
870
95
$34K 0.01%
783
-11
96
$34K 0.01%
319
97
$33K 0.01%
906
+50
98
$31K 0.01%
163
99
$31K 0.01%
199
100
$29K 0.01%
500
2 3
4
5 6