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

Top Buys

1
+$2.21M
2
+$1.61M
3
+$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$398K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$368K

Top Sells

1
+$1.74M
2
+$1.3M
3
+$1.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$416K

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%
201
227
$2K ﹤0.01%
+63
228
$2K ﹤0.01%
25
229
$2K ﹤0.01%
352
230
$2K ﹤0.01%
210
231
$2K ﹤0.01%
15
232
$2K ﹤0.01%
130
233
$2K ﹤0.01%
205
234
$2K ﹤0.01%
20
235
$2K ﹤0.01%
100
236
$2K ﹤0.01%
40
-24
237
$2K ﹤0.01%
+45
238
$2K ﹤0.01%
108
+70
239
$2K ﹤0.01%
34
240
$1K ﹤0.01%
+500
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