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
$340M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.17M
3
+$5.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$581K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$506K

Top Sells

1
+$5.59M
2
+$5.22M
3
+$3.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.35M
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
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5
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4 5 6 7
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