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
$440M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$21.1M
2 +$7.73M
3 +$2.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.73M
5
VTV icon
Vanguard Value ETF
VTV
+$1.74M

Sector Composition

1 Consumer Discretionary 1.61%
2 Industrials 0.4%
3 Consumer Staples 0.35%
4 Technology 0.22%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
5