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
$365M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$616K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$451K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$376K

Top Sells

1
+$1.02M
2
+$796K
3
+$588K
4
VV icon
Vanguard Large-Cap ETF
VV
+$421K
5
VB icon
Vanguard Small-Cap ETF
VB
+$168K

Sector Composition

1 Consumer Discretionary 5.48%
2 Consumer Staples 0.49%
3 Technology 0.45%
4 Industrials 0.34%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
32
152
$5K ﹤0.01%
305
153
$4K ﹤0.01%
11
154
$4K ﹤0.01%
157
155
$4K ﹤0.01%
40
156
$4K ﹤0.01%
83
+1
157
$4K ﹤0.01%
22,680
158
$3K ﹤0.01%
44
159
$3K ﹤0.01%
91
+1
160
$3K ﹤0.01%
68
+1
161
$3K ﹤0.01%
205
162
$3K ﹤0.01%
69
163
$3K ﹤0.01%
201
164
$3K ﹤0.01%
200
165
$3K ﹤0.01%
+173
166
$2K ﹤0.01%
152
167
$2K ﹤0.01%
74
168
$2K ﹤0.01%
65
169
$2K ﹤0.01%
23
170
$2K ﹤0.01%
130
-300
171
$1K ﹤0.01%
12
172
$1K ﹤0.01%
20
173
$1K ﹤0.01%
24
174
$1K ﹤0.01%
+55
175
$1K ﹤0.01%
40
5 6
7
8 9