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
$348M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$3.73M
3
+$3.21M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.1M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$316K

Top Sells

1
+$11.6M
2
+$7.89M
3
+$5.11M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.08M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$929K

Sector Composition

1 Consumer Discretionary 5.26%
2 Technology 0.48%
3 Consumer Staples 0.46%
4 Industrials 0.35%
5 Materials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
55
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$0 ﹤0.01%
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