TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.59M
3
+$4.52M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.37M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.54M

Top Sells

1
+$3.11M
2
+$2.65M
3
+$547K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$455K
5
VV icon
Vanguard Large-Cap ETF
VV
+$416K

Sector Composition

1 Consumer Discretionary 5.41%
2 Technology 0.5%
3 Consumer Staples 0.43%
4 Materials 0.32%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.01%
552
-8
102
$24K 0.01%
405
103
$23K 0.01%
297
104
$23K 0.01%
283
-443
105
$23K 0.01%
400
106
$23K 0.01%
330
107
$22K 0.01%
243
108
$22K 0.01%
792
+78
109
$21K 0.01%
117
-85
110
$21K 0.01%
160
111
$18K ﹤0.01%
136
112
$18K ﹤0.01%
361
113
$18K ﹤0.01%
156
114
$18K ﹤0.01%
150
115
$17K ﹤0.01%
252
116
$16K ﹤0.01%
197
-135
117
$15K ﹤0.01%
698
118
$15K ﹤0.01%
247
119
$13K ﹤0.01%
502
120
$13K ﹤0.01%
388
121
$13K ﹤0.01%
207
122
$13K ﹤0.01%
153
+25
123
$13K ﹤0.01%
235
+2
124
$13K ﹤0.01%
589
125
$12K ﹤0.01%
163
+1
3 4
5
6 7