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
$319M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$15.5M
2 +$2.63M
3 +$1.67M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$944K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.45%
3 Industrials 0.39%
4 Technology 0.31%
5 Materials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-43
177
-308
178
$0 ﹤0.01%
396
179
$0 ﹤0.01%
5
180
-23