TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
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
+$3.31M
2
+$1.64M
3
+$461K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$359K
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$344K

Top Sells

1
+$9.11M
2
+$1.46M
3
+$921K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$713K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$647K

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
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197
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4 5 6 7
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