TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
+1.74%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$308M
AUM Growth
+$308M
(-4.5%)
Cap. Flow
-$19.4M
Cap. Flow
% of AUM
-6.29%
Top 10 Holdings %
Top 10 Hldgs %
65.51%
Holding
154
New
6
Increased
22
Reduced
39
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$12.6M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$7.46M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$5.97M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.34M |
| 5 |
Vanguard Value ETF
VTV
|
$5.22M |
Sector Composition
| 1 | Consumer Discretionary | 5.05% |
| 2 | Consumer Staples | 0.39% |
| 3 | Industrials | 0.3% |
| 4 | Technology | 0.3% |
| 5 | Materials | 0.28% |
