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
$475M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.21M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.57M

Top Sells

1
+$9.83M
2
+$424K
3
+$383K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$348K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K

Sector Composition

1 Consumer Discretionary 3.65%
2 Consumer Staples 0.45%
3 Technology 0.43%
4 Materials 0.28%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
117
152
$7K ﹤0.01%
200
153
$7K ﹤0.01%
40
154
$7K ﹤0.01%
404
155
$6K ﹤0.01%
103
156
$6K ﹤0.01%
201
157
$6K ﹤0.01%
27
158
$6K ﹤0.01%
201
+1
159
$6K ﹤0.01%
32
160
$6K ﹤0.01%
101
161
$6K ﹤0.01%
600
162
$5K ﹤0.01%
105
163
$5K ﹤0.01%
+364
164
$5K ﹤0.01%
156
+69
165
$5K ﹤0.01%
40
166
$5K ﹤0.01%
100
167
$5K ﹤0.01%
64
168
$5K ﹤0.01%
244
169
$5K ﹤0.01%
34
170
$4K ﹤0.01%
11
171
$4K ﹤0.01%
71
172
$4K ﹤0.01%
136
173
$4K ﹤0.01%
201
174
$4K ﹤0.01%
200
175
$4K ﹤0.01%
45
-1,005
5 6
7
8 9