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
$545M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.51M
3
+$6.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.99M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.74M

Top Sells

1
+$12.6M
2
+$6.72M
3
+$2.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.35M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.48M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 0.49%
3 Consumer Staples 0.25%
4 Materials 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78K 0.01%
2,303
77
$78K 0.01%
876
-3,319
78
$77K 0.01%
2,695
+65
79
$77K 0.01%
900
80
$77K 0.01%
2,875
-2,874
81
$72K 0.01%
1,331
82
$71K 0.01%
623
83
$67K 0.01%
1,370
+8
84
$67K 0.01%
1,280
85
$65K 0.01%
1,324
86
$61K 0.01%
838
+35
87
$59K 0.01%
236
88
$57K 0.01%
1,460
89
$54K 0.01%
1,374
90
$54K 0.01%
1,000
+844
91
$53K 0.01%
904
-3,763
92
$53K 0.01%
8,040
93
$52K 0.01%
1,500
94
$52K 0.01%
+1,181
95
$51K 0.01%
1,902
96
$51K 0.01%
552
97
$50K 0.01%
715
+669
98
$50K 0.01%
1,983
+9
99
$50K 0.01%
1,998
+8
100
$50K 0.01%
2,002
+9
2 3
4
5 6