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
$545M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.51M
3
+$6.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.99M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.74M

Top Sells

1
+$12.6M
2
+$6.72M
3
+$2.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.35M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.48M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 0.49%
3 Consumer Staples 0.25%
4 Materials 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
293
-2,309
177
$6K ﹤0.01%
329
+1
178
$6K ﹤0.01%
181
179
$6K ﹤0.01%
40
180
$6K ﹤0.01%
404
181
$5K ﹤0.01%
103
182
$5K ﹤0.01%
210
183
$5K ﹤0.01%
27
184
$5K ﹤0.01%
207
+2
185
$4K ﹤0.01%
20
186
$4K ﹤0.01%
23
-48
187
$4K ﹤0.01%
110
188
$4K ﹤0.01%
200
189
$4K ﹤0.01%
80
190
$4K ﹤0.01%
73
191
$4K ﹤0.01%
64
192
$4K ﹤0.01%
600
193
$3K ﹤0.01%
256
+8
194
$3K ﹤0.01%
105
195
$3K ﹤0.01%
156
196
$3K ﹤0.01%
+90
197
$3K ﹤0.01%
20
198
$3K ﹤0.01%
207
199
$3K ﹤0.01%
100
200
$3K ﹤0.01%
244
6 7
8
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