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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
251
$1K ﹤0.01%
+20
252
$1K ﹤0.01%
+44
253
$1K ﹤0.01%
+25
254
$1K ﹤0.01%
20
255
$1K ﹤0.01%
25
256
$1K ﹤0.01%
+14
257
$1K ﹤0.01%
96
258
$1K ﹤0.01%
29
259
$1K ﹤0.01%
100
260
$1K ﹤0.01%
41
261
$1K ﹤0.01%
+500
262
$0 ﹤0.01%
1
263
– –
-243
264
– –
-207
265
– –
-73
266
– –
-305
267
$0 ﹤0.01%
5
268
– –
-122
269
$0 ﹤0.01%
12
270
$0 ﹤0.01%
20
271
$0 ﹤0.01%
5
272
$0 ﹤0.01%
3
273
$0 ﹤0.01%
+4
274
$0 ﹤0.01%
19
275
$0 ﹤0.01%
8
8 9 10
11
12