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
$559M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$13.9M
3
+$7.63M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M

Top Sells

1
+$2.1M
2
+$1.62M
3
+$842K
4
PEP icon
PepsiCo
PEP
+$491K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$483K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 0.5%
3 Consumer Staples 0.34%
4 Materials 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.01%
236
102
$51K 0.01%
577
+7
103
$50K 0.01%
1,648
104
$50K 0.01%
3,060
105
$50K 0.01%
+1,947
106
$50K 0.01%
+1,955
107
$50K 0.01%
+1,973
108
$50K 0.01%
+1,974
109
$50K 0.01%
+2,002
110
$49K 0.01%
664
111
$49K 0.01%
572
+42
112
$48K 0.01%
297
113
$47K 0.01%
688
114
$46K 0.01%
610
115
$45K 0.01%
945
116
$44K 0.01%
720
117
$44K 0.01%
759
118
$44K 0.01%
396
119
$44K 0.01%
1,210
120
$43K 0.01%
+4,453
121
$43K 0.01%
337
-39
122
$43K 0.01%
906
123
$42K 0.01%
518
124
$41K 0.01%
+1,290
125
$41K 0.01%
734
3 4
5
6 7