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
$335M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.64M
3
+$466K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$362K
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$349K

Top Sells

1
+$9.11M
2
+$1.47M
3
+$925K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$716K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$648K

Sector Composition

1 Consumer Discretionary 4.79%
2 Consumer Staples 0.52%
3 Industrials 0.39%
4 Technology 0.34%
5 Materials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$0 ﹤0.01%
14
177
$0 ﹤0.01%
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178
$0 ﹤0.01%
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182
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-905
183
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$0 ﹤0.01%
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186
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188
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0
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191
$0 ﹤0.01%
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-4,000
193
$0 ﹤0.01%
11
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$0 ﹤0.01%
24
195
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-396
196
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-5
197
– –
-13,148
4 5 6 7
8