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
$444M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.83M
3
+$4.45M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.12M
5
AZO icon
AutoZone
AZO
+$1.07M

Top Sells

1
+$12.1M
2
+$6.01M
3
+$3.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.39M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.12M

Sector Composition

1 Consumer Discretionary 1.64%
2 Industrials 0.37%
3 Consumer Staples 0.33%
4 Technology 0.21%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 0.81%
77,142
-16,831
27
$2.84M 0.64%
37,892
+3,922
28
$2.5M 0.56%
40,148
-5,748
29
$2.49M 0.56%
48,134
+2,392
30
$1.11M 0.25%
11,527
+89
31
$1.01M 0.23%
11,325
-882
32
$747K 0.17%
16,878
+15,332
33
$632K 0.14%
+21,947
34
$594K 0.13%
7,897
+37
35
$563K 0.13%
3,719
+4
36
$551K 0.12%
5,410
+1,872
37
$503K 0.11%
41,665
+100
38
$419K 0.09%
3,501
39
$289K 0.07%
2,872
40
$288K 0.06%
3,038
41
$262K 0.06%
4,489
-495
42
$245K 0.06%
2,763
+17
43
$244K 0.05%
1,406
44
$244K 0.05%
4,224
+1,328
45
$243K 0.05%
5,820
-251
46
$240K 0.05%
1,907
-300
47
$226K 0.05%
+8,887
48
$222K 0.05%
64,474
+15,379
49
$186K 0.04%
3,841
50
$183K 0.04%
+3,874
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