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
$425M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.47M
3
+$1.6M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$643K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$514K

Top Sells

1
+$15.4M
2
+$5.48M
3
+$5.13M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.02M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.86M

Sector Composition

1 Consumer Discretionary 1.28%
2 Real Estate 0.49%
3 Industrials 0.38%
4 Consumer Staples 0.35%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$175K 0.04%
943
+105
52
$165K 0.04%
2,068
+12
53
$161K 0.04%
6,057
+74
54
$154K 0.04%
2,665
+905
55
$136K 0.03%
3,418
+2,790
56
$134K 0.03%
5,000
+295
57
$134K 0.03%
2,807
+752
58
$127K 0.03%
6,328
-812
59
$120K 0.03%
1,500
+13
60
$118K 0.03%
1,942
+96
61
$110K 0.03%
1,062
-55
62
$107K 0.03%
+5,082
63
$103K 0.02%
1,162
+18
64
$103K 0.02%
+2,061
65
$101K 0.02%
+1,233
66
$95K 0.02%
823
+449
67
$92K 0.02%
1,282
+1,020
68
$90K 0.02%
1,981
+1,557
69
$87K 0.02%
1,586
+126
70
$83K 0.02%
1,169
-700
71
$79K 0.02%
1,369
+3
72
$72K 0.02%
1,751
+22
73
$61K 0.01%
711
+3
74
$61K 0.01%
1,291
+7
75
$58K 0.01%
811
+6
1 2
3
4 5