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
$437M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.71M
3
+$3.24M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.38M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.72M

Top Sells

1
+$15M
2
+$5.51M
3
+$4.06M
4
HAP icon
VanEck Natural Resources ETF
HAP
+$4.01M
5
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$2.85M

Sector Composition

1 Consumer Discretionary 1.94%
2 Industrials 0.38%
3 Consumer Staples 0.31%
4 Financials 0.22%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$270K 0.06%
5,820
52
$266K 0.06%
2,872
53
$250K 0.06%
2,763
54
$244K 0.06%
64,474
55
$227K 0.05%
3,841
56
$218K 0.05%
1,799
-69
57
$216K 0.05%
1,406
58
$203K 0.05%
+7,028
59
$194K 0.04%
3,821
60
$193K 0.04%
6,322
+19
61
$155K 0.04%
3,819
62
$152K 0.03%
5,520
-884
63
$143K 0.03%
1,794
+9
64
$133K 0.03%
1,247
+3
65
$132K 0.03%
2,191
-171
66
$124K 0.03%
1,284
67
$120K 0.03%
4,150
-110
68
$120K 0.03%
1,048
+6
69
$116K 0.03%
2,139
+16
70
$109K 0.03%
1,984
71
$104K 0.02%
5,082
72
$101K 0.02%
3,989
+20
73
$99K 0.02%
830
+1
74
$89K 0.02%
429
-43
75
$87K 0.02%
1,772
1 2
3
4 5