TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
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
+$9.67M
3
+$7.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.06M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.53M

Top Sells

1
+$8.62M
2
+$408K
3
+$365K
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$336K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$282K

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
201
$1K ﹤0.01%
30
202
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30
203
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17
204
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20
205
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25
206
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38
207
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5
208
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41
209
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29
210
$1K ﹤0.01%
235
211
$1K ﹤0.01%
41
212
$1K ﹤0.01%
24
213
$0 ﹤0.01%
5
214
$0 ﹤0.01%
1
215
– –
-15
216
$0 ﹤0.01%
6
217
– –
-552
218
$0 ﹤0.01%
5
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3
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221
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222
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10
223
$0 ﹤0.01%
15
224
– –
-7,448
225
$0 ﹤0.01%
1
6 7 8
9
10