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
$493M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$2.29M
2 +$1.25M
3 +$1.15M
4
VV icon
Vanguard Large-Cap ETF
VV
+$145K
5
VUG icon
Vanguard Growth ETF
VUG
+$100K

Sector Composition

1 Consumer Discretionary 3.73%
2 Consumer Staples 0.49%
3 Technology 0.48%
4 Materials 0.26%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$5K ﹤0.01%
+17
202
$5K ﹤0.01%
200
203
$4K ﹤0.01%
364
204
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+20
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11
206
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156
207
$4K ﹤0.01%
352
208
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+80
209
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72
+1
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$4K ﹤0.01%
136
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201
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45
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600
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$3K ﹤0.01%
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20
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+68
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60
+10
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$2K ﹤0.01%
14
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20
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15
224
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10
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$2K ﹤0.01%
15