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
$365M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.59M
3
+$4.52M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.37M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.54M

Top Sells

1
+$3.11M
2
+$2.65M
3
+$547K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$455K
5
VV icon
Vanguard Large-Cap ETF
VV
+$416K

Sector Composition

1 Consumer Discretionary 5.41%
2 Technology 0.5%
3 Consumer Staples 0.43%
4 Materials 0.32%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
205
152
$4K ﹤0.01%
+81
153
$4K ﹤0.01%
+149
154
$4K ﹤0.01%
201
155
$4K ﹤0.01%
200
156
$4K ﹤0.01%
100
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$3K ﹤0.01%
69
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$3K ﹤0.01%
70
+2
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$3K ﹤0.01%
11
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$3K ﹤0.01%
85
161
$3K ﹤0.01%
44
162
$2K ﹤0.01%
173
163
$2K ﹤0.01%
130
164
$2K ﹤0.01%
65
165
$2K ﹤0.01%
524
+12
166
$2K ﹤0.01%
74
167
$2K ﹤0.01%
152
168
$1K ﹤0.01%
235
169
$1K ﹤0.01%
29
170
$1K ﹤0.01%
41
171
$1K ﹤0.01%
5
172
$1K ﹤0.01%
38
173
$1K ﹤0.01%
25
174
$1K ﹤0.01%
23
175
$1K ﹤0.01%
40
5 6
7
8 9