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
301
$6.59K ﹤0.01%
389
+12
302
$6.55K ﹤0.01%
570
+20
303
$6.52K ﹤0.01%
103
304
$6.26K ﹤0.01%
78
+1
305
$6.26K ﹤0.01%
145
+1
306
$6.19K ﹤0.01%
15
307
$6.17K ﹤0.01%
20
308
$6.12K ﹤0.01%
49
+15
309
$6.1K ﹤0.01%
45
310
$5.97K ﹤0.01%
44
311
$5.88K ﹤0.01%
23
312
$5.85K ﹤0.01%
+130
313
$5.81K ﹤0.01%
258
+3
314
$5.6K ﹤0.01%
200
315
$5.59K ﹤0.01%
27
316
$5.5K ﹤0.01%
17
+1
317
$5.46K ﹤0.01%
1,077
+29
318
$5.39K ﹤0.01%
50
319
$5.29K ﹤0.01%
105
320
$5.01K ﹤0.01%
17
321
$4.99K ﹤0.01%
+212
322
$4.81K ﹤0.01%
48
323
$4.8K ﹤0.01%
276
324
$4.62K ﹤0.01%
115
+36
325
$4.61K ﹤0.01%
16
11 12
13
14 15