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
$308M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.86M
3
+$6.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.9M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.91M

Top Sells

1
+$11.9M
2
+$7.08M
3
+$5.65M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.04M
5
VTV icon
Vanguard Value ETF
VTV
+$4.97M

Sector Composition

1 Consumer Discretionary 5.05%
2 Consumer Staples 0.39%
3 Industrials 0.3%
4 Technology 0.3%
5 Materials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$0 ﹤0.01%
6
152
$0 ﹤0.01%
11
153
$0 ﹤0.01%
1
154
– –
-301
3 4 5 6
7