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
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.62M
3
+$4.4M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.32M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.48M

Top Sells

1
+$3.1M
2
+$2.65M
3
+$549K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$448K
5
VV icon
Vanguard Large-Cap ETF
VV
+$418K

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%
377
+52
102
$24K 0.01%
430
103
$23K 0.01%
330
104
$23K 0.01%
400
105
$23K 0.01%
283
-443
106
$23K 0.01%
297
107
$22K 0.01%
792
+78
108
$22K 0.01%
243
109
$21K 0.01%
160
110
$21K 0.01%
117
-85
111
$18K ﹤0.01%
150
112
$18K ﹤0.01%
156
113
$18K ﹤0.01%
361
114
$18K ﹤0.01%
136
115
$17K ﹤0.01%
252
116
$16K ﹤0.01%
197
-135
117
$15K ﹤0.01%
247
118
$15K ﹤0.01%
698
119
$13K ﹤0.01%
589
120
$13K ﹤0.01%
235
+2
121
$13K ﹤0.01%
153
+25
122
$13K ﹤0.01%
207
123
$13K ﹤0.01%
388
124
$13K ﹤0.01%
502
125
$12K ﹤0.01%
480
3 4
5
6 7