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
$440M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$9.04M
3
+$7.54M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.34M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.74M

Top Sells

1
+$21.1M
2
+$7.73M
3
+$2.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.73M
5
VTV icon
Vanguard Value ETF
VTV
+$1.74M

Sector Composition

1 Consumer Discretionary 1.61%
2 Industrials 0.4%
3 Consumer Staples 0.35%
4 Technology 0.22%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K ﹤0.01%
278
+1
127
$7K ﹤0.01%
241
128
$7K ﹤0.01%
546
129
$7K ﹤0.01%
90
+1
130
$6K ﹤0.01%
377
+3
131
$5K ﹤0.01%
55
132
$5K ﹤0.01%
106
+1
133
$5K ﹤0.01%
195
+2
134
$5K ﹤0.01%
146
135
$5K ﹤0.01%
+50
136
$4K ﹤0.01%
100
137
$4K ﹤0.01%
332
+5
138
$4K ﹤0.01%
32
139
$3K ﹤0.01%
79
140
$3K ﹤0.01%
+69
141
$3K ﹤0.01%
23
142
$3K ﹤0.01%
98
+1
143
$2K ﹤0.01%
44
144
$2K ﹤0.01%
2
145
$1K ﹤0.01%
20
146
$1K ﹤0.01%
32
147
$1K ﹤0.01%
33
148
$1K ﹤0.01%
29
149
$1K ﹤0.01%
8
150
– –
-1,198
4 5
6
7 8