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
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.62M
3
+$4.4M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.32M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.48M

Top Sells

1
+$3.1M
2
+$2.65M
3
+$549K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$448K
5
VV icon
Vanguard Large-Cap ETF
VV
+$418K

Sector Composition

1 Consumer Discretionary 5.41%
2 Technology 0.5%
3 Consumer Staples 0.43%
4 Materials 0.32%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K ﹤0.01%
219
+3
127
$12K ﹤0.01%
251
+3
128
$12K ﹤0.01%
676
129
$12K ﹤0.01%
163
+1
130
$11K ﹤0.01%
93
131
$10K ﹤0.01%
147
+1
132
$10K ﹤0.01%
404
133
$9K ﹤0.01%
190
134
$9K ﹤0.01%
202
135
$9K ﹤0.01%
201
136
$9K ﹤0.01%
56
137
$8K ﹤0.01%
116
+31
138
$8K ﹤0.01%
600
139
$7K ﹤0.01%
103
140
$7K ﹤0.01%
200
141
$7K ﹤0.01%
546
142
$6K ﹤0.01%
105
143
$6K ﹤0.01%
27
144
$6K ﹤0.01%
101
145
$6K ﹤0.01%
101
146
$5K ﹤0.01%
244
147
$5K ﹤0.01%
32
148
$4K ﹤0.01%
157
149
$4K ﹤0.01%
40
150
$4K ﹤0.01%
160
4 5
6
7 8