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
$545M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.51M
3
+$6.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.99M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.74M

Top Sells

1
+$12.6M
2
+$6.72M
3
+$2.41M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.35M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.48M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
200
202
$2K ﹤0.01%
190
203
$2K ﹤0.01%
200
204
$2K ﹤0.01%
364
205
$2K ﹤0.01%
50
+30
206
$2K ﹤0.01%
15
207
$2K ﹤0.01%
5,000
208
$2K ﹤0.01%
10
209
$2K ﹤0.01%
15
210
$2K ﹤0.01%
40
211
$2K ﹤0.01%
25
212
$2K ﹤0.01%
352
213
$2K ﹤0.01%
15
214
$2K ﹤0.01%
130
215
$2K ﹤0.01%
205
216
$2K ﹤0.01%
15
217
$2K ﹤0.01%
+162
218
$2K ﹤0.01%
34
219
$2K ﹤0.01%
+20
220
$2K ﹤0.01%
+542
221
$1K ﹤0.01%
14
222
$1K ﹤0.01%
+10
223
$1K ﹤0.01%
30
224
$1K ﹤0.01%
59
225
$1K ﹤0.01%
+25
7 8
9
10 11