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
$475M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.21M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.57M

Top Sells

1
+$9.83M
2
+$424K
3
+$383K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$348K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K

Sector Composition

1 Consumer Discretionary 3.65%
2 Consumer Staples 0.45%
3 Technology 0.43%
4 Materials 0.28%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K ﹤0.01%
203
+1
127
$14K ﹤0.01%
480
128
$14K ﹤0.01%
220
129
$14K ﹤0.01%
450
130
$13K ﹤0.01%
114
131
$12K ﹤0.01%
241
+2
132
$12K ﹤0.01%
249
133
$12K ﹤0.01%
676
134
$12K ﹤0.01%
174
+1
135
$12K ﹤0.01%
180
136
$11K ﹤0.01%
71
137
$11K ﹤0.01%
219
138
$11K ﹤0.01%
207
139
$11K ﹤0.01%
56
140
$11K ﹤0.01%
225
141
$10K ﹤0.01%
483
+7
142
$10K ﹤0.01%
202
143
$8K ﹤0.01%
147
144
$8K ﹤0.01%
146
145
$8K ﹤0.01%
80
146
$8K ﹤0.01%
247
147
$8K ﹤0.01%
546
148
$8K ﹤0.01%
501
149
$8K ﹤0.01%
204
+1
150
$8K ﹤0.01%
135
+1
4 5
6
7 8