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
$426M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.01M
3
+$5.7M
4
VTV icon
Vanguard Value ETF
VTV
+$4.44M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Top Sells

1
+$10M
2
+$7.01M
3
+$6.08M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.07M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.77M

Sector Composition

1 Consumer Discretionary 2.17%
2 Industrials 0.4%
3 Consumer Staples 0.32%
4 Materials 0.19%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
380
127
$6K ﹤0.01%
241
128
$6K ﹤0.01%
108
+1
129
$6K ﹤0.01%
196
130
$6K ﹤0.01%
146
131
$5K ﹤0.01%
56
132
$4K ﹤0.01%
90
133
$4K ﹤0.01%
32
134
$3K ﹤0.01%
81
+2
135
$3K ﹤0.01%
45
136
$3K ﹤0.01%
100
137
$3K ﹤0.01%
69
138
$3K ﹤0.01%
23
139
$3K ﹤0.01%
99
140
$1K ﹤0.01%
20
141
$1K ﹤0.01%
33
+1
142
$1K ﹤0.01%
29
143
$1K ﹤0.01%
2
144
$1K ﹤0.01%
8
145
$0 ﹤0.01%
58
146
$0 ﹤0.01%
8
147
$0 ﹤0.01%
11
148
– –
-1,026
149
– –
-755
150
$0 ﹤0.01%
6
3 4 5
6
7