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
$559M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Sells

1 +$2.1M
2 +$1.62M
3 +$842K
4
PEP icon
PepsiCo
PEP
+$491K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$483K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 0.5%
3 Consumer Staples 0.34%
4 Materials 0.23%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
40
202
$6K ﹤0.01%
158
-727
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$5K ﹤0.01%
165
+135
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110
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40
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100
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+190
209
$5K ﹤0.01%
64
210
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17
211
$5K ﹤0.01%
600
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501
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$4K ﹤0.01%
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20
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$4K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
15
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$3K ﹤0.01%
352
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$3K ﹤0.01%
20