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
$807M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.61M
3
+$940K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$865K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$815K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.35M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$653K

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 0.86%
3 Consumer Staples 0.4%
4 Energy 0.22%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.7K ﹤0.01%
+65
227
$22K ﹤0.01%
+477
228
$21.9K ﹤0.01%
493
229
$21.6K ﹤0.01%
263
+1
230
$21.3K ﹤0.01%
955
+14
231
$20.5K ﹤0.01%
340
232
$19.5K ﹤0.01%
200
233
$19.5K ﹤0.01%
1,048
234
$19.5K ﹤0.01%
681
+506
235
$18.9K ﹤0.01%
130
236
$18.8K ﹤0.01%
534
+9
237
$18.6K ﹤0.01%
211
+2
238
$18.3K ﹤0.01%
300
239
$17.5K ﹤0.01%
500
240
$17.2K ﹤0.01%
+90
241
$17.1K ﹤0.01%
1,764
+51
242
$17K ﹤0.01%
382
-211
243
$16.3K ﹤0.01%
204
244
$15.3K ﹤0.01%
185
+1
245
$15K ﹤0.01%
434
246
$14.9K ﹤0.01%
74
247
$14.6K ﹤0.01%
103
248
$14.3K ﹤0.01%
617
249
$14.2K ﹤0.01%
676
250
$13.5K ﹤0.01%
725
+3
8 9
10
11 12