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
351
$2.97K ﹤0.01%
100
352
$2.85K ﹤0.01%
80
353
$2.8K ﹤0.01%
300
354
$2.77K ﹤0.01%
273
355
$2.64K ﹤0.01%
219
+3
356
$2.44K ﹤0.01%
50
357
$2.43K ﹤0.01%
12
358
$2.32K ﹤0.01%
15
359
$2.26K ﹤0.01%
38
360
$2.16K ﹤0.01%
+40
361
$2.13K ﹤0.01%
54
362
$2.06K ﹤0.01%
266
363
$2.01K ﹤0.01%
15
364
$1.96K ﹤0.01%
25
365
$1.93K ﹤0.01%
728
366
$1.85K ﹤0.01%
+25
367
$1.83K ﹤0.01%
40
368
$1.81K ﹤0.01%
10
369
$1.71K ﹤0.01%
100
370
$1.7K ﹤0.01%
21
371
$1.69K ﹤0.01%
20
372
$1.67K ﹤0.01%
10
373
$1.66K ﹤0.01%
25
374
$1.66K ﹤0.01%
59
375
$1.6K ﹤0.01%
5
13 14
15
16 17