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
$340M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.17M
3
+$5.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$581K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$506K

Top Sells

1
+$5.59M
2
+$5.22M
3
+$3.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.15M

Sector Composition

1 Consumer Discretionary 5.85%
2 Consumer Staples 0.51%
3 Industrials 0.36%
4 Technology 0.3%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
367
102
$17K 0.01%
252
103
$17K 0.01%
493
104
$15K ﹤0.01%
+708
105
$15K ﹤0.01%
306
106
$14K ﹤0.01%
432
107
$14K ﹤0.01%
204
+2
108
$13K ﹤0.01%
227
+1
109
$12K ﹤0.01%
156
110
$11K ﹤0.01%
212
111
$11K ﹤0.01%
+117
112
$11K ﹤0.01%
676
113
$11K ﹤0.01%
404
114
$11K ﹤0.01%
600
115
$10K ﹤0.01%
317
+2
116
$10K ﹤0.01%
196
117
$10K ﹤0.01%
+126
118
$10K ﹤0.01%
+185
119
$10K ﹤0.01%
+154
120
$9K ﹤0.01%
248
121
$9K ﹤0.01%
273
122
$9K ﹤0.01%
202
+1
123
$9K ﹤0.01%
+180
124
$9K ﹤0.01%
90
125
$9K ﹤0.01%
304
+1
3 4
5
6 7