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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
$609M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.52M
3
+$1.13M
4
BND icon
Vanguard Total Bond Market
BND
+$393K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$350K

Top Sells

1
+$1.72M
2
+$1.3M
3
+$1.15M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$989K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$414K

Sector Composition

1 Consumer Discretionary 2.49%
2 Technology 0.6%
3 Consumer Staples 0.29%
4 Industrials 0.15%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
20
227
$2K ﹤0.01%
+45
228
$2K ﹤0.01%
14
229
$2K ﹤0.01%
10
230
$2K ﹤0.01%
50
231
$2K ﹤0.01%
15
232
$2K ﹤0.01%
25
233
$2K ﹤0.01%
352
234
$2K ﹤0.01%
210
235
$2K ﹤0.01%
15
236
$2K ﹤0.01%
100
237
$2K ﹤0.01%
40
-24
238
$2K ﹤0.01%
108
+70
239
$2K ﹤0.01%
34
240
$1K ﹤0.01%
9
+8
241
$1K ﹤0.01%
30
242
$1K ﹤0.01%
+40
243
$1K ﹤0.01%
25
244
$1K ﹤0.01%
10
245
$1K ﹤0.01%
+100
246
$1K ﹤0.01%
55
247
$1K ﹤0.01%
74
248
$1K ﹤0.01%
10
249
$1K ﹤0.01%
+17
250
$1K ﹤0.01%
36
8 9
10
11 12