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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
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 Buys

1
+$33M
2
+$13.9M
3
+$7.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.76M

Top Sells

1
+$2.09M
2
+$1.68M
3
+$841K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$480K
5
PEP icon
PepsiCo
PEP
+$476K

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%
204
+1
202
$6K ﹤0.01%
32
203
$5K ﹤0.01%
165
+135
204
$5K ﹤0.01%
201
205
$5K ﹤0.01%
100
206
$5K ﹤0.01%
+190
207
$5K ﹤0.01%
64
208
$5K ﹤0.01%
17
209
$5K ﹤0.01%
110
210
$5K ﹤0.01%
40
211
$5K ﹤0.01%
600
212
$5K ﹤0.01%
501
213
$4K ﹤0.01%
190
214
$4K ﹤0.01%
20
215
$4K ﹤0.01%
156
216
$4K ﹤0.01%
80
217
$4K ﹤0.01%
72
218
$4K ﹤0.01%
136
219
$4K ﹤0.01%
201
220
$4K ﹤0.01%
200
221
$4K ﹤0.01%
200
222
$3K ﹤0.01%
15
223
$3K ﹤0.01%
200
224
$3K ﹤0.01%
15
225
$3K ﹤0.01%
352
7 8
9
10 11