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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$7.08M
3
+$5.57M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$573K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$509K

Top Sells

1
+$5.56M
2
+$5.22M
3
+$2.99M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.34M
5
VTV icon
Vanguard Value ETF
VTV
+$1.15M

Sector Composition

1 Consumer Discretionary 5.85%
2 Consumer Staples 0.51%
3 Industrials 0.36%
4 Technology 0.3%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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0
177
$0 ﹤0.01%
11
178
$0 ﹤0.01%
396
179
$0 ﹤0.01%
5
180
$0 ﹤0.01%
1
181
$0 ﹤0.01%
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182
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183
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184
$0 ﹤0.01%
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186
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187
$0 ﹤0.01%
15
188
$0 ﹤0.01%
17
189
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190
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191
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-104,070
193
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197
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198
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4 5 6 7
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