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
$493M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$964K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$921K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

Top Sells

1
+$2.29M
2
+$1.25M
3
+$1.15M
4
VV icon
Vanguard Large-Cap ETF
VV
+$145K
5
VUG icon
Vanguard Growth ETF
VUG
+$100K

Sector Composition

1 Consumer Discretionary 3.73%
2 Consumer Staples 0.49%
3 Technology 0.48%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47K 0.01%
+1,648
102
$46K 0.01%
+664
103
$46K 0.01%
396
+395
104
$46K 0.01%
+1,274
105
$45K 0.01%
+759
106
$45K 0.01%
+393
107
$45K 0.01%
+530
108
$45K 0.01%
+570
109
$44K 0.01%
+762
110
$43K 0.01%
+906
111
$42K 0.01%
+1,840
112
$40K 0.01%
+518
113
$40K 0.01%
2,657
-1,200
114
$40K 0.01%
734
115
$39K 0.01%
720
116
$39K 0.01%
+885
117
$36K 0.01%
885
+102
118
$36K 0.01%
321
+2
119
$35K 0.01%
199
120
$34K 0.01%
200
121
$34K 0.01%
+592
122
$34K 0.01%
247
+37
123
$33K 0.01%
+455
124
$33K 0.01%
8,000
125
$30K 0.01%
101
3 4
5
6 7