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
$434M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$37.9M
3 +$14.3M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.02M

Top Sells

1 +$54.8M
2 +$17.6M
3 +$16.9M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$9.63M
5
VPU icon
Vanguard Utilities ETF
VPU
+$9.23M

Sector Composition

1 Consumer Discretionary 1.42%
2 Consumer Staples 0.4%
3 Industrials 0.38%
4 Technology 0.21%
5 Materials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,000
177
$0 ﹤0.01%
58
178
-44,848
179
$0 ﹤0.01%
8
180
$0 ﹤0.01%
42
181
-2,000
182
-200
183
$0 ﹤0.01%
5
184
-800