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
$559M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$13.9M
3
+$7.63M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M

Top Sells

1
+$2.1M
2
+$1.62M
3
+$842K
4
PEP icon
PepsiCo
PEP
+$491K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$483K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 0.5%
3 Consumer Staples 0.34%
4 Materials 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$38K 0.01%
1,129
-1,004
127
$37K 0.01%
324
+3
128
$35K 0.01%
8,040
+40
129
$33K 0.01%
200
130
$33K 0.01%
870
-15
131
$31K 0.01%
500
132
$31K 0.01%
527
-65
133
$31K 0.01%
84
134
$30K 0.01%
+597
135
$30K 0.01%
972
136
$28K 0.01%
101
137
$28K 0.01%
443
138
$28K 0.01%
218
-29
139
$27K ﹤0.01%
752
140
$26K ﹤0.01%
858
-1,298
141
$24K ﹤0.01%
160
142
$24K ﹤0.01%
252
143
$24K ﹤0.01%
1,457
-1,200
144
$24K ﹤0.01%
206
+2
145
$24K ﹤0.01%
1,500
146
$23K ﹤0.01%
360
147
$23K ﹤0.01%
243
148
$22K ﹤0.01%
210
+54
149
$21K ﹤0.01%
425
150
$20K ﹤0.01%
363
-30
4 5
6
7 8