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
$319M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$8.7M
3
+$2.65M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$649K

Top Sells

1
+$15.5M
2
+$2.63M
3
+$1.67M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$944K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.45%
3 Industrials 0.39%
4 Technology 0.31%
5 Materials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$153K 0.05%
4,688
-2,280
52
$148K 0.05%
1,830
+10
53
$143K 0.04%
1,739
+66
54
$123K 0.04%
1,284
55
$119K 0.04%
2,156
56
$89K 0.03%
2,303
57
$88K 0.03%
1,325
+21
58
$80K 0.03%
1,371
-746
59
$77K 0.02%
+1,038
60
$76K 0.02%
1,001
+806
61
$72K 0.02%
713
62
$71K 0.02%
902
63
$67K 0.02%
1,238
64
$65K 0.02%
1,132
+4
65
$58K 0.02%
572
66
$58K 0.02%
1,156
+3
67
$57K 0.02%
1,744
68
$54K 0.02%
647
69
$54K 0.02%
29,429
70
$52K 0.02%
455
+208
71
$45K 0.01%
1,413
+6
72
$43K 0.01%
+1,711
73
$41K 0.01%
354
-35
74
$40K 0.01%
720
75
$39K 0.01%
552
1 2
3
4 5