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
51
$182K 0.04%
2,929
-49
52
$172K 0.04%
4,597
-6,100
53
$167K 0.04%
2,078
+6
54
$148K 0.03%
6,384
+28
55
$147K 0.03%
748
-248
56
$136K 0.03%
4,745
+60
57
$133K 0.03%
1,240
+3
58
$121K 0.03%
1,968
+3
59
$121K 0.03%
1,511
+7
60
$118K 0.03%
1,981
-75
61
$116K 0.03%
2,108
-717
62
$115K 0.03%
1,458
+7
63
$114K 0.03%
1,198
+18
64
$114K 0.03%
1,033
-33
65
$109K 0.02%
5,082
66
$106K 0.02%
3,952
+17
67
$104K 0.02%
1,984
68
$103K 0.02%
1,950
69
$98K 0.02%
825
70
$97K 0.02%
1,284
+1
71
$93K 0.02%
1,327
-997
72
$88K 0.02%
1,851
73
$87K 0.02%
2,027
74
$87K 0.02%
1,477
+11
75
$81K 0.02%
1,169
1 2
3
4 5