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
$493M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$964K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$921K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

Top Sells

1
+$2.29M
2
+$1.25M
3
+$1.15M
4
VV icon
Vanguard Large-Cap ETF
VV
+$145K
5
VUG icon
Vanguard Growth ETF
VUG
+$100K

Sector Composition

1 Consumer Discretionary 3.73%
2 Consumer Staples 0.49%
3 Technology 0.48%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74K 0.02%
1,352
-78
77
$72K 0.01%
1,380
+6
78
$68K 0.01%
1,280
+520
79
$66K 0.01%
2,156
-578
80
$65K 0.01%
1,324
81
$64K 0.01%
1,331
82
$59K 0.01%
+1,544
83
$58K 0.01%
454
84
$57K 0.01%
367
+1
85
$57K 0.01%
236
86
$56K 0.01%
1,940
+1,460
87
$55K 0.01%
1,486
+580
88
$54K 0.01%
1,274
89
$52K 0.01%
+442
90
$51K 0.01%
+297
91
$50K 0.01%
+3,060
92
$49K 0.01%
238
+75
93
$48K 0.01%
+688
94
$48K 0.01%
610
95
$48K 0.01%
552
96
$47K 0.01%
+534
97
$47K 0.01%
+690
98
$47K 0.01%
376
+81
99
$47K 0.01%
945
100
$47K 0.01%
+1,210
2 3
4
5 6