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
$365M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$616K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$451K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$376K

Top Sells

1
+$1.02M
2
+$796K
3
+$588K
4
VV icon
Vanguard Large-Cap ETF
VV
+$421K
5
VB icon
Vanguard Small-Cap ETF
VB
+$168K

Sector Composition

1 Consumer Discretionary 5.48%
2 Consumer Staples 0.49%
3 Technology 0.45%
4 Industrials 0.34%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.01%
+242
102
$23K 0.01%
+199
103
$22K 0.01%
568
-9
104
$22K 0.01%
297
105
$21K 0.01%
405
106
$21K 0.01%
400
+280
107
$21K 0.01%
+149
108
$20K 0.01%
493
109
$19K 0.01%
252
110
$19K 0.01%
361
111
$18K ﹤0.01%
+101
112
$18K ﹤0.01%
330
113
$18K ﹤0.01%
714
114
$17K ﹤0.01%
+160
115
$16K ﹤0.01%
156
116
$16K ﹤0.01%
+136
117
$15K ﹤0.01%
+190
118
$15K ﹤0.01%
231
+1
119
$15K ﹤0.01%
+197
120
$13K ﹤0.01%
207
121
$13K ﹤0.01%
388
122
$13K ﹤0.01%
119
+1
123
$13K ﹤0.01%
404
124
$12K ﹤0.01%
+470
125
$12K ﹤0.01%
128
+1
3 4
5
6 7