TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$9.19M
3
+$8.03M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.38M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.97M

Top Sells

1
+$21.2M
2
+$7.73M
3
+$2.92M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.79M
5
VTV icon
Vanguard Value ETF
VTV
+$1.75M

Sector Composition

1 Consumer Discretionary 1.61%
2 Industrials 0.4%
3 Consumer Staples 0.35%
4 Technology 0.22%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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29
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175
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4 5 6
7
8