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
$365M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$616K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$451K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$376K

Top Sells

1
+$1.02M
2
+$796K
3
+$588K
4
VV icon
Vanguard Large-Cap ETF
VV
+$421K
5
VB icon
Vanguard Small-Cap ETF
VB
+$168K

Sector Composition

1 Consumer Discretionary 5.48%
2 Consumer Staples 0.49%
3 Technology 0.45%
4 Industrials 0.34%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K ﹤0.01%
676
127
$11K ﹤0.01%
188
+4
128
$11K ﹤0.01%
161
+6
129
$10K ﹤0.01%
202
130
$10K ﹤0.01%
182
131
$10K ﹤0.01%
56
132
$10K ﹤0.01%
247
133
$9K ﹤0.01%
172
+2
134
$9K ﹤0.01%
600
135
$8K ﹤0.01%
201
136
$8K ﹤0.01%
146
137
$8K ﹤0.01%
546
138
$8K ﹤0.01%
90
139
$7K ﹤0.01%
103
140
$7K ﹤0.01%
199
-62
141
$7K ﹤0.01%
101
+1
142
$6K ﹤0.01%
27
143
$6K ﹤0.01%
85
+1
144
$6K ﹤0.01%
101
145
$6K ﹤0.01%
105
146
$6K ﹤0.01%
100
147
$5K ﹤0.01%
85
148
$5K ﹤0.01%
183
-1,442
149
$5K ﹤0.01%
108
150
$5K ﹤0.01%
244
4 5
6
7 8