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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
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$651K
3
+$242K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$232K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K

Top Sells

1
+$2.67M
2
+$474K
3
+$247K
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%
20
252
$1K ﹤0.01%
+24
253
$0 ﹤0.01%
+4
254
$0 ﹤0.01%
4
255
$0 ﹤0.01%
+25
256
– –
-200
257
– –
-1,000
258
– –
0
259
– –
0
260
$0 ﹤0.01%
+12
261
$0 ﹤0.01%
+2
262
– –
-14
263
$0 ﹤0.01%
15
264
$0 ﹤0.01%
17
265
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-218
266
$0 ﹤0.01%
+14
267
$0 ﹤0.01%
+6
268
$0 ﹤0.01%
+5
269
$0 ﹤0.01%
+2
270
$0 ﹤0.01%
7
271
$0 ﹤0.01%
11
272
– –
-1,438
273
– –
-1,238
274
$0 ﹤0.01%
22
-2
275
– –
-65
8 9 10
11
12