TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
-11.92%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$545M
AUM Growth
+$545M
(-11%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
68.78%
Holding
295
New
24
Increased
54
Reduced
53
Closed
28
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$11.4M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$8.51M |
| 3 |
Vanguard Total Bond Market
BND
|
$6.69M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$3.99M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.74M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.08% |
| 2 | Technology | 0.49% |
| 3 | Consumer Staples | 0.25% |
| 4 | Materials | 0.2% |
| 5 | Communication Services | 0.14% |
