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
$440M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$9.04M
3
+$7.54M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.34M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.74M

Top Sells

1
+$21.1M
2
+$7.73M
3
+$2.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.73M
5
VTV icon
Vanguard Value ETF
VTV
+$1.74M

Sector Composition

1 Consumer Discretionary 1.61%
2 Industrials 0.4%
3 Consumer Staples 0.35%
4 Technology 0.22%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35K 0.01%
552
102
$31K 0.01%
632
-159
103
$30K 0.01%
339
104
$30K 0.01%
305
105
$27K 0.01%
445
+3
106
$26K 0.01%
+249
107
$25K 0.01%
330
108
$25K 0.01%
242
109
$23K 0.01%
261
+1
110
$23K 0.01%
445
+1
111
$22K 0.01%
808
+2
112
$21K ﹤0.01%
297
113
$19K ﹤0.01%
210
-96
114
$13K ﹤0.01%
250
+3
115
$13K ﹤0.01%
+727
116
$13K ﹤0.01%
156
117
$13K ﹤0.01%
404
118
$13K ﹤0.01%
513
119
$12K ﹤0.01%
600
120
$10K ﹤0.01%
195
121
$9K ﹤0.01%
207
+4
122
$9K ﹤0.01%
213
+1
123
$8K ﹤0.01%
121
+1
124
$8K ﹤0.01%
152
125
$8K ﹤0.01%
95
-92
3 4
5
6 7