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
376
$1.58K ﹤0.01%
10
377
$1.29K ﹤0.01%
+50
378
$1.27K ﹤0.01%
74
379
$1.26K ﹤0.01%
96
380
$1.23K ﹤0.01%
7
381
$1.22K ﹤0.01%
66
382
$1.09K ﹤0.01%
20
383
$978 ﹤0.01%
55
384
$954 ﹤0.01%
98
+1
385
$947 ﹤0.01%
37
386
$943 ﹤0.01%
230
387
$814 ﹤0.01%
100
388
$800 ﹤0.01%
132
389
$778 ﹤0.01%
12
390
$606 ﹤0.01%
29
391
$574 ﹤0.01%
8
392
$564 ﹤0.01%
20
393
$524 ﹤0.01%
17
394
$504 ﹤0.01%
13
395
$456 ﹤0.01%
23
-1,373
396
$455 ﹤0.01%
5
397
$453 ﹤0.01%
+6
398
$395 ﹤0.01%
10
399
$350 ﹤0.01%
36
400
$329 ﹤0.01%
111
+2
13 14 15
16
17