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
$475M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.21M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.57M

Top Sells

1
+$9.83M
2
+$424K
3
+$383K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$348K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K

Sector Composition

1 Consumer Discretionary 3.65%
2 Consumer Staples 0.45%
3 Technology 0.43%
4 Materials 0.28%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29K 0.01%
210
102
$28K 0.01%
966
+90
103
$28K 0.01%
1,500
104
$27K 0.01%
101
105
$27K 0.01%
752
+8
106
$27K 0.01%
435
107
$25K 0.01%
160
108
$25K 0.01%
218
-34
109
$25K 0.01%
136
110
$23K ﹤0.01%
360
111
$23K ﹤0.01%
84
112
$22K ﹤0.01%
330
113
$21K ﹤0.01%
252
114
$21K ﹤0.01%
405
115
$21K ﹤0.01%
425
-5
116
$20K ﹤0.01%
540
+500
117
$20K ﹤0.01%
197
118
$20K ﹤0.01%
243
119
$19K ﹤0.01%
331
120
$17K ﹤0.01%
363
121
$17K ﹤0.01%
493
122
$16K ﹤0.01%
180
123
$15K ﹤0.01%
239
+1
124
$15K ﹤0.01%
298
125
$15K ﹤0.01%
156
3 4
5
6 7