TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10%
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 Buys

1
+$2.07M
2
+$1.65M
3
+$964K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$921K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$731K

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%
45
204
$4K ﹤0.01%
200
205
$4K ﹤0.01%
600
206
$4K ﹤0.01%
364
207
$4K ﹤0.01%
+20
208
$4K ﹤0.01%
11
209
$4K ﹤0.01%
156
210
$4K ﹤0.01%
352
211
$4K ﹤0.01%
+80
212
$4K ﹤0.01%
72
+1
213
$4K ﹤0.01%
136
214
$4K ﹤0.01%
201
215
$3K ﹤0.01%
15
216
$3K ﹤0.01%
60
+10
217
$3K ﹤0.01%
200
218
$3K ﹤0.01%
20
219
$3K ﹤0.01%
+68
220
$3K ﹤0.01%
130
221
$2K ﹤0.01%
14
222
$2K ﹤0.01%
20
223
$2K ﹤0.01%
15
224
$2K ﹤0.01%
25
225
$2K ﹤0.01%
+210
7 8
9
10 11