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
$545M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.51M
3
+$6.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.99M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.74M

Top Sells

1
+$12.6M
2
+$6.72M
3
+$2.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.35M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.48M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 0.49%
3 Consumer Staples 0.25%
4 Materials 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$50K 0.01%
2,028
+8
102
$49K 0.01%
514
+322
103
$49K 0.01%
1,976
+9
104
$46K 0.01%
1,500
+555
105
$45K 0.01%
454
106
$44K 0.01%
1,274
107
$44K 0.01%
238
108
$44K 0.01%
610
109
$42K 0.01%
720
110
$42K 0.01%
369
+1
111
$41K 0.01%
763
-766
112
$39K 0.01%
200
113
$38K 0.01%
4,627
+69
114
$36K 0.01%
295
-42
115
$35K 0.01%
664
-5,318
116
$34K 0.01%
590
+7
117
$32K 0.01%
101
118
$32K 0.01%
199
119
$32K 0.01%
1,090
+10
120
$30K 0.01%
978
121
$30K 0.01%
+1,000
122
$29K 0.01%
+300
123
$29K 0.01%
500
124
$29K 0.01%
218
125
$28K 0.01%
+300
3 4
5
6 7