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
$545M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.51M
3
+$6.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.99M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.74M

Top Sells

1
+$12.6M
2
+$6.72M
3
+$2.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.35M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.48M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 0.49%
3 Consumer Staples 0.25%
4 Materials 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27K 0.01%
360
127
$27K 0.01%
884
-186
128
$25K ﹤0.01%
160
129
$25K ﹤0.01%
1,020
+150
130
$25K ﹤0.01%
84
131
$24K ﹤0.01%
546
-264
132
$22K ﹤0.01%
629
-6,438
133
$21K ﹤0.01%
+309
134
$21K ﹤0.01%
448
135
$20K ﹤0.01%
252
136
$20K ﹤0.01%
370
-159
137
$20K ﹤0.01%
434
-300
138
$19K ﹤0.01%
197
139
$18K ﹤0.01%
403
+40
140
$18K ﹤0.01%
202
-687
141
$18K ﹤0.01%
493
142
$17K ﹤0.01%
340
-4,907
143
$17K ﹤0.01%
347
+200
144
$15K ﹤0.01%
243
145
$15K ﹤0.01%
305
146
$15K ﹤0.01%
378
+47
147
$15K ﹤0.01%
243
148
$14K ﹤0.01%
752
149
$14K ﹤0.01%
+574
150
$14K ﹤0.01%
207
+1
4 5
6
7 8