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
$323M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.78M
3
+$1.93M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.35M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.3M

Top Sells

1
+$7.62M
2
+$6.85M
3
+$4.09M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.27M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Sector Composition

1 Consumer Discretionary 4.31%
2 Consumer Staples 0.35%
3 Industrials 0.28%
4 Materials 0.25%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.62%
40,209
-14,932
27
$1.97M 0.61%
36,152
-675
28
$857K 0.27%
8,572
29
$790K 0.24%
8,008
30
$716K 0.22%
41,855
31
$525K 0.16%
5,320
-18,398
32
$419K 0.13%
8,952
-10,448
33
$389K 0.12%
3,733
+38
34
$326K 0.1%
5,870
35
$292K 0.09%
1,962
+1
36
$270K 0.08%
1,808
37
$264K 0.08%
3,841
38
$255K 0.08%
2,024
39
$251K 0.08%
3,226
+354
40
$237K 0.07%
4,505
41
$225K 0.07%
2,763
42
$189K 0.06%
6,213
+23
43
$181K 0.06%
6,968
44
$145K 0.04%
1,819
+9
45
$144K 0.04%
2,225
+497
46
$143K 0.04%
1,815
-125
47
$142K 0.04%
3,972
48
$141K 0.04%
1,881
+532
49
$126K 0.04%
1,284
50
$125K 0.04%
4,744
-244
1
2
3 4 5