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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
276
$0 ﹤0.01%
1
277
– –
-629
278
$0 ﹤0.01%
2
279
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-183
280
– –
-13,800
281
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-1
282
– –
-448
283
$0 ﹤0.01%
10
284
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285
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$0 ﹤0.01%
1
287
$0 ﹤0.01%
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288
$0 ﹤0.01%
25
289
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$0 ﹤0.01%
41
291
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292
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4
293
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0
294
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-600
295
$0 ﹤0.01%
200
296
$0 ﹤0.01%
15
297
$0 ﹤0.01%
173
298
$0 ﹤0.01%
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299
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8 9 10 11
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