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
$335M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.64M
3
+$466K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$362K
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$349K

Top Sells

1
+$9.11M
2
+$1.47M
3
+$925K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$716K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$648K

Sector Composition

1 Consumer Discretionary 4.79%
2 Consumer Staples 0.52%
3 Industrials 0.39%
4 Technology 0.34%
5 Materials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16K ﹤0.01%
714
+6
102
$16K ﹤0.01%
361
-27
103
$15K ﹤0.01%
228
+1
104
$15K ﹤0.01%
330
-37
105
$15K ﹤0.01%
432
106
$14K ﹤0.01%
22,680
107
$13K ﹤0.01%
156
108
$13K ﹤0.01%
276
-30
109
$12K ﹤0.01%
+218
110
$12K ﹤0.01%
118
+1
111
$12K ﹤0.01%
404
112
$12K ﹤0.01%
247
113
$11K ﹤0.01%
127
+1
114
$11K ﹤0.01%
207
+3
115
$11K ﹤0.01%
676
116
$11K ﹤0.01%
600
117
$10K ﹤0.01%
248
118
$10K ﹤0.01%
182
+2
119
$10K ﹤0.01%
+184
120
$10K ﹤0.01%
154
121
$9K ﹤0.01%
202
122
$9K ﹤0.01%
170
+2
123
$9K ﹤0.01%
56
124
$9K ﹤0.01%
90
125
$8K ﹤0.01%
+1,000
3 4
5
6 7