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
51
$125K 0.04%
948
-418
52
$124K 0.04%
603
+85
53
$113K 0.04%
1,955
+17
54
$109K 0.03%
2,156
55
$95K 0.03%
2,303
56
$95K 0.03%
2,419
-2,800
57
$94K 0.03%
835
+2
58
$85K 0.03%
963
+313
59
$75K 0.02%
1,600
60
$71K 0.02%
713
61
$69K 0.02%
902
62
$67K 0.02%
1,124
+4
63
$64K 0.02%
812
64
$63K 0.02%
1,249
+3
65
$57K 0.02%
1,238
66
$55K 0.02%
647
67
$52K 0.02%
29,429
68
$50K 0.02%
572
69
$49K 0.02%
431
+5
70
$49K 0.02%
987
+1
71
$47K 0.01%
1,401
+6
72
$46K 0.01%
1,060
73
$45K 0.01%
1,744
74
$40K 0.01%
552
75
$39K 0.01%
2,080
+830
1 2
3
4 5