TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
-4.81%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$838M
AUM Growth
+$838M
(-5.5%)
Cap. Flow
-$5.62M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
67.25%
Holding
383
New
2
Increased
50
Reduced
30
Closed
290
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.03M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$4.35M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.55M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.48M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.05% |
| 2 | Technology | 0.71% |
| 3 | Consumer Staples | 0.27% |
| 4 | Industrials | 0.1% |
| 5 | Healthcare | 0.09% |
