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
$432M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$16.3M
3 +$16.3M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$15.7M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$865K

Sector Composition

1 Real Estate 1.79%
2 Consumer Discretionary 1.13%
3 Industrials 0.45%
4 Consumer Staples 0.38%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-835
202
-1,012
203
$0 ﹤0.01%
60
204
$0 ﹤0.01%
8
205
$0 ﹤0.01%
42
206
-1,012
207
-472
208
-27
209
$0 ﹤0.01%
5