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
326
$4.6K ﹤0.01%
112
+1
327
$4.46K ﹤0.01%
404
328
$4.45K ﹤0.01%
100
329
$4.44K ﹤0.01%
352
330
$4.39K ﹤0.01%
80
331
$4.38K ﹤0.01%
135
332
$4.38K ﹤0.01%
+60
333
$4.35K ﹤0.01%
81
334
$4.32K ﹤0.01%
205
335
$4.32K ﹤0.01%
244
336
$4.2K ﹤0.01%
107
337
$4.15K ﹤0.01%
108
338
$4.09K ﹤0.01%
100
339
$4K ﹤0.01%
20
340
$3.87K ﹤0.01%
200
341
$3.84K ﹤0.01%
101
+1
342
$3.82K ﹤0.01%
20
343
$3.81K ﹤0.01%
+110
344
$3.67K ﹤0.01%
10
345
$3.63K ﹤0.01%
66
+1
346
$3.45K ﹤0.01%
34
347
$3.43K ﹤0.01%
10
+5
348
$3.34K ﹤0.01%
50
349
$3.18K ﹤0.01%
15
350
$2.99K ﹤0.01%
80
12 13
14
15 16