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
$434M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$37.9M
3
+$14.3M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.02M

Top Sells

1
+$54.8M
2
+$17.6M
3
+$16.9M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$9.63M
5
VPU icon
Vanguard Utilities ETF
VPU
+$9.23M

Sector Composition

1 Consumer Discretionary 1.42%
2 Consumer Staples 0.4%
3 Industrials 0.38%
4 Technology 0.21%
5 Materials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
273
127
$9K ﹤0.01%
+400
128
$9K ﹤0.01%
+195
129
$8K ﹤0.01%
211
+2
130
$8K ﹤0.01%
+119
131
$8K ﹤0.01%
151
132
$8K ﹤0.01%
546
133
$7K ﹤0.01%
241
134
$7K ﹤0.01%
+500
135
$6K ﹤0.01%
275
-776
136
$6K ﹤0.01%
191
+1
137
$6K ﹤0.01%
93
-534
138
$5K ﹤0.01%
200
-300
139
$5K ﹤0.01%
54
140
$5K ﹤0.01%
104
+1
141
$5K ﹤0.01%
146
142
$4K ﹤0.01%
322
+1
143
$4K ﹤0.01%
32
+1
144
$3K ﹤0.01%
79
+2
145
$3K ﹤0.01%
2
146
$3K ﹤0.01%
+96
147
$3K ﹤0.01%
22
148
$2K ﹤0.01%
43
149
$2K ﹤0.01%
96
+1
150
$1K ﹤0.01%
20
4 5
6
7 8