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
276
$9.87K ﹤0.01%
34
277
$9.37K ﹤0.01%
41
278
$9.19K ﹤0.01%
55
279
$8.99K ﹤0.01%
239
+2
280
$8.72K ﹤0.01%
120
281
$8.43K ﹤0.01%
+110
282
$8.1K ﹤0.01%
222
+4
283
$7.87K ﹤0.01%
42
284
$7.85K ﹤0.01%
32
285
$7.75K ﹤0.01%
50
286
$7.74K ﹤0.01%
+150
287
$7.6K ﹤0.01%
417
+3
288
$7.46K ﹤0.01%
+600
289
$7.45K ﹤0.01%
31
+1
290
$7.44K ﹤0.01%
320
-2,198
291
$7.39K ﹤0.01%
207
292
$7.38K ﹤0.01%
100
293
$7.38K ﹤0.01%
50
294
$7.13K ﹤0.01%
15
295
$7.02K ﹤0.01%
36
296
$6.94K ﹤0.01%
+100
297
$6.91K ﹤0.01%
127
+1
298
$6.79K ﹤0.01%
210
299
$6.77K ﹤0.01%
324
+10
300
$6.66K ﹤0.01%
283
+3
10 11
12
13 14