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
$545M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.51M
3
+$6.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.99M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.74M

Top Sells

1
+$12.6M
2
+$6.72M
3
+$2.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.35M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.48M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 0.49%
3 Consumer Staples 0.25%
4 Materials 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K ﹤0.01%
409
+89
152
$13K ﹤0.01%
183
153
$13K ﹤0.01%
+542
154
$12K ﹤0.01%
249
155
$12K ﹤0.01%
425
156
$11K ﹤0.01%
480
-1,460
157
$11K ﹤0.01%
116
158
$11K ﹤0.01%
178
+1
159
$11K ﹤0.01%
225
160
$10K ﹤0.01%
222
161
$9K ﹤0.01%
487
+1
162
$9K ﹤0.01%
56
163
$9K ﹤0.01%
676
164
$9K ﹤0.01%
+100
165
$8K ﹤0.01%
202
166
$8K ﹤0.01%
137
167
$8K ﹤0.01%
146
168
$8K ﹤0.01%
17
169
$8K ﹤0.01%
247
170
$8K ﹤0.01%
473
171
$7K ﹤0.01%
174
172
$7K ﹤0.01%
101
173
$7K ﹤0.01%
80
174
$6K ﹤0.01%
+300
175
$6K ﹤0.01%
122
5 6
7
8 9