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

Top Buys

1
+$6.12M
2
+$4.62M
3
+$4.4M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.32M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.48M

Top Sells

1
+$3.1M
2
+$2.65M
3
+$549K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$448K
5
VV icon
Vanguard Large-Cap ETF
VV
+$418K

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
157
$3K ﹤0.01%
44
158
$3K ﹤0.01%
85
159
$3K ﹤0.01%
11
160
$3K ﹤0.01%
70
+2
161
$3K ﹤0.01%
69
162
$2K ﹤0.01%
152
163
$2K ﹤0.01%
74
164
$2K ﹤0.01%
524
+12
165
$2K ﹤0.01%
65
166
$2K ﹤0.01%
130
167
$2K ﹤0.01%
173
168
$1K ﹤0.01%
12
169
$1K ﹤0.01%
20
170
$1K ﹤0.01%
24
171
$1K ﹤0.01%
55
172
$1K ﹤0.01%
40
173
$1K ﹤0.01%
23
174
$1K ﹤0.01%
25
175
$1K ﹤0.01%
38
5 6
7
8 9