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
251
$1K ﹤0.01%
+26
252
$1K ﹤0.01%
+19
253
$0 ﹤0.01%
+12
254
$0 ﹤0.01%
+2
255
$0 ﹤0.01%
+5
256
$0 ﹤0.01%
1
257
$0 ﹤0.01%
+2
258
– –
-1,000
259
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261
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262
$0 ﹤0.01%
2
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263
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267
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268
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+14
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270
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271
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273
$0 ﹤0.01%
4
274
– –
-1,869
275
$0 ﹤0.01%
+25
8 9 10
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