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
$493M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$964K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$921K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

Top Sells

1
+$2.29M
2
+$1.25M
3
+$1.15M
4
VV icon
Vanguard Large-Cap ETF
VV
+$145K
5
VUG icon
Vanguard Growth ETF
VUG
+$100K

Sector Composition

1 Consumer Discretionary 3.73%
2 Consumer Staples 0.49%
3 Technology 0.48%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.01%
972
+6
127
$28K 0.01%
443
+8
128
$27K 0.01%
500
129
$27K 0.01%
752
130
$27K 0.01%
84
131
$26K 0.01%
160
132
$26K 0.01%
136
133
$25K 0.01%
34
134
$24K ﹤0.01%
360
135
$24K ﹤0.01%
204
-14
136
$23K ﹤0.01%
197
137
$23K ﹤0.01%
243
138
$23K ﹤0.01%
493
139
$22K ﹤0.01%
252
140
$22K ﹤0.01%
473
+142
141
$22K ﹤0.01%
1,500
142
$21K ﹤0.01%
320
+100
143
$20K ﹤0.01%
330
144
$20K ﹤0.01%
393
+30
145
$20K ﹤0.01%
425
146
$19K ﹤0.01%
+1,590
147
$17K ﹤0.01%
182
+2
148
$17K ﹤0.01%
204
+1
149
$16K ﹤0.01%
301
+3
150
$16K ﹤0.01%
450
4 5
6
7 8