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
$559M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$13.9M
3
+$7.63M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M

Top Sells

1
+$2.1M
2
+$1.62M
3
+$842K
4
PEP icon
PepsiCo
PEP
+$491K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$483K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 0.5%
3 Consumer Staples 0.34%
4 Materials 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K ﹤0.01%
197
152
$19K ﹤0.01%
330
153
$19K ﹤0.01%
1,602
+12
154
$19K ﹤0.01%
320
155
$18K ﹤0.01%
205
+1
156
$17K ﹤0.01%
+5,000
157
$17K ﹤0.01%
182
158
$17K ﹤0.01%
301
159
$17K ﹤0.01%
417
-56
160
$15K ﹤0.01%
241
161
$15K ﹤0.01%
17
-17
162
$15K ﹤0.01%
493
163
$14K ﹤0.01%
258
164
$14K ﹤0.01%
249
165
$14K ﹤0.01%
115
166
$14K ﹤0.01%
+286
167
$13K ﹤0.01%
176
+1
168
$12K ﹤0.01%
56
169
$12K ﹤0.01%
676
170
$11K ﹤0.01%
245
+2
171
$11K ﹤0.01%
71
172
$11K ﹤0.01%
202
173
$11K ﹤0.01%
221
+1
174
$11K ﹤0.01%
225
175
$11K ﹤0.01%
180
5 6
7
8 9