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
$559M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$13.9M
3
+$7.63M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M

Top Sells

1
+$2.1M
2
+$1.62M
3
+$842K
4
PEP icon
PepsiCo
PEP
+$491K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$483K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 0.5%
3 Consumer Staples 0.34%
4 Materials 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$86K 0.02%
623
77
$83K 0.01%
1,902
78
$82K 0.01%
1,804
-1,433
79
$75K 0.01%
1,356
+4
80
$75K 0.01%
1,461
+130
81
$72K 0.01%
1,460
82
$71K 0.01%
442
83
$69K 0.01%
1,280
84
$65K 0.01%
1,324
85
$64K 0.01%
+621
86
$64K 0.01%
369
+170
87
$63K 0.01%
674
+629
88
$61K 0.01%
1,374
-6
89
$60K 0.01%
1,586
+100
90
$59K 0.01%
552
91
$59K 0.01%
1,544
92
$58K 0.01%
454
93
$57K 0.01%
1,274
94
$57K 0.01%
1,274
95
$56K 0.01%
367
96
$55K 0.01%
238
97
$54K 0.01%
1,940
98
$52K 0.01%
690
99
$51K 0.01%
534
100
$51K 0.01%
393
2 3
4
5 6