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
251
$13.5K ﹤0.01%
140
+2
252
$13.4K ﹤0.01%
292
+1
253
$13.3K ﹤0.01%
+504
254
$13.1K ﹤0.01%
134
255
$13K ﹤0.01%
414
256
$13K ﹤0.01%
542
257
$12.9K ﹤0.01%
400
258
$12.5K ﹤0.01%
141
259
$12.5K ﹤0.01%
490
260
$12.4K ﹤0.01%
114
261
$12.4K ﹤0.01%
994
+23
262
$12.3K ﹤0.01%
+140
263
$12.2K ﹤0.01%
+225
264
$12.1K ﹤0.01%
221
+3
265
$11.5K ﹤0.01%
+3,000
266
$11K ﹤0.01%
400
+2
267
$10.8K ﹤0.01%
247
268
$10.6K ﹤0.01%
37
269
$10.5K ﹤0.01%
8
270
$10.5K ﹤0.01%
38
271
$10.3K ﹤0.01%
+727
272
$10.3K ﹤0.01%
300
273
$10.3K ﹤0.01%
300
274
$10.2K ﹤0.01%
201
275
$10K ﹤0.01%
28
9 10
11
12 13