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
$475M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.01M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.21M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.57M

Top Sells

1
+$9.83M
2
+$424K
3
+$383K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$348K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K

Sector Composition

1 Consumer Discretionary 3.65%
2 Consumer Staples 0.45%
3 Technology 0.43%
4 Materials 0.28%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
200
177
$3K ﹤0.01%
200
178
$3K ﹤0.01%
352
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$3K ﹤0.01%
20
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$3K ﹤0.01%
130
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$3K ﹤0.01%
15
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$3K ﹤0.01%
50
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$3K ﹤0.01%
+34
184
$2K ﹤0.01%
20
185
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+14
186
$2K ﹤0.01%
190
187
$2K ﹤0.01%
15
188
$2K ﹤0.01%
10
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$2K ﹤0.01%
15
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$2K ﹤0.01%
10
191
$2K ﹤0.01%
25
192
$2K ﹤0.01%
74
193
$2K ﹤0.01%
15
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$2K ﹤0.01%
205
195
$2K ﹤0.01%
+72
196
$2K ﹤0.01%
96
197
$2K ﹤0.01%
100
198
$2K ﹤0.01%
173
199
$1K ﹤0.01%
5
200
$1K ﹤0.01%
12
6 7
8
9 10