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
$340M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.17M
3
+$5.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$581K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$506K

Top Sells

1
+$5.59M
2
+$5.22M
3
+$3.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.15M

Sector Composition

1 Consumer Discretionary 5.85%
2 Consumer Staples 0.51%
3 Industrials 0.36%
4 Technology 0.3%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+89
152
$3K ﹤0.01%
+66
153
$3K ﹤0.01%
130
154
$3K ﹤0.01%
72
155
$2K ﹤0.01%
44
156
$2K ﹤0.01%
86
157
$2K ﹤0.01%
80
158
$2K ﹤0.01%
95
159
$1K ﹤0.01%
20
160
$1K ﹤0.01%
101
161
$1K ﹤0.01%
9
162
$1K ﹤0.01%
35
163
$1K ﹤0.01%
10
164
$1K ﹤0.01%
25
165
$1K ﹤0.01%
25
166
$1K ﹤0.01%
38
167
$1K ﹤0.01%
41
168
$1K ﹤0.01%
29
169
$1K ﹤0.01%
24
170
$1K ﹤0.01%
6
171
– –
-85
172
– –
-1,364
173
$0 ﹤0.01%
1
174
$0 ﹤0.01%
11
175
– –
-17
4 5 6
7
8