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
$559M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$13.9M
3
+$7.63M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M

Top Sells

1
+$2.1M
2
+$1.62M
3
+$842K
4
PEP icon
PepsiCo
PEP
+$491K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$483K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 0.5%
3 Consumer Staples 0.34%
4 Materials 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
486
+3
177
$10K ﹤0.01%
72
178
$9K ﹤0.01%
136
+1
179
$9K ﹤0.01%
147
180
$9K ﹤0.01%
146
181
$9K ﹤0.01%
80
182
$8K ﹤0.01%
207
183
$8K ﹤0.01%
116
-18
184
$8K ﹤0.01%
120
185
$8K ﹤0.01%
101
186
$8K ﹤0.01%
404
187
$8K ﹤0.01%
546
188
$7K ﹤0.01%
77
+1
189
$7K ﹤0.01%
+175
190
$7K ﹤0.01%
247
191
$7K ﹤0.01%
335
-1,505
192
$6K ﹤0.01%
105
193
$6K ﹤0.01%
103
194
$6K ﹤0.01%
152
+1
195
$6K ﹤0.01%
200
196
$6K ﹤0.01%
210
197
$6K ﹤0.01%
27
198
$6K ﹤0.01%
204
+1
199
$6K ﹤0.01%
32
200
$6K ﹤0.01%
244
6 7
8
9 10