TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$650K
3
+$240K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$228K

Top Sells

1
+$2.67M
2
+$484K
3
+$254K
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$225K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$150K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.48%
3 Technology 0.42%
4 Industrials 0.38%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+52
227
$2K ﹤0.01%
+69
228
$2K ﹤0.01%
44
-65
229
$2K ﹤0.01%
80
230
$2K ﹤0.01%
95
231
$2K ﹤0.01%
+152
232
$2K ﹤0.01%
+74
233
$2K ﹤0.01%
+47
234
$2K ﹤0.01%
+65
235
$2K ﹤0.01%
+23
236
$1K ﹤0.01%
20
237
$1K ﹤0.01%
25
238
$1K ﹤0.01%
38
239
$1K ﹤0.01%
+5
240
$1K ﹤0.01%
41
241
$1K ﹤0.01%
+29
242
$1K ﹤0.01%
29
243
$1K ﹤0.01%
+235
244
$1K ﹤0.01%
6
245
$1K ﹤0.01%
+24
246
$1K ﹤0.01%
+8
247
$1K ﹤0.01%
101
248
$1K ﹤0.01%
+12
249
$1K ﹤0.01%
40
250
$1K ﹤0.01%
+32
8 9
10
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