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
$394M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.87M
3
+$3.79M
4
VTV icon
Vanguard Value ETF
VTV
+$3.78M
5
AZO icon
AutoZone
AZO
+$3.52M

Top Sells

1
+$11.6M
2
+$7.54M
3
+$5.62M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.91M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.71M

Sector Composition

1 Consumer Discretionary 3.21%
2 Industrials 0.42%
3 Consumer Staples 0.34%
4 Materials 0.19%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.06%
2,763
52
$239K 0.06%
2,872
53
$230K 0.06%
1,808
54
$213K 0.05%
1,366
-40
55
$195K 0.05%
+7,316
56
$172K 0.04%
3,821
57
$158K 0.04%
5,155
+17
58
$154K 0.04%
4,924
-600
59
$148K 0.04%
2,810
-44,586
60
$145K 0.04%
1,804
+6
61
$135K 0.03%
1,284
62
$130K 0.03%
2,109
-90
63
$128K 0.03%
616
+87
64
$126K 0.03%
1,404
-3,080
65
$117K 0.03%
2,156
66
$104K 0.03%
831
67
$97K 0.02%
2,303
-1,516
68
$77K 0.02%
1,531
+3
69
$75K 0.02%
603
70
$71K 0.02%
713
71
$68K 0.02%
2,255
-2,000
72
$67K 0.02%
1,600
-172
73
$64K 0.02%
812
74
$61K 0.02%
1,298
75
$60K 0.02%
902
+66
1 2
3
4 5