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
$333M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.35M
3
+$1.61M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$653K

Top Sells

1
+$5.1M
2
+$1.1M
3
+$521K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$516K
5
FDC
First Data Corporation
FDC
+$443K

Sector Composition

1 Consumer Discretionary 6.32%
2 Consumer Staples 0.44%
3 Industrials 0.35%
4 Materials 0.27%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$128K 0.04%
2,156
52
$114K 0.03%
1,284
53
$92K 0.03%
2,303
54
$90K 0.03%
1,325
55
$84K 0.03%
1,375
+4
56
$78K 0.02%
1,029
+28
57
$74K 0.02%
713
58
$62K 0.02%
1,136
+4
59
$61K 0.02%
909
+800
60
$60K 0.02%
836
-66
61
$58K 0.02%
1,159
+3
62
$58K 0.02%
1,238
63
$57K 0.02%
457
+2
64
$56K 0.02%
572
65
$53K 0.02%
1,744
66
$53K 0.02%
1,723
-2,965
67
$52K 0.02%
647
68
$51K 0.02%
29,429
69
$48K 0.01%
454
-1,136
70
$43K 0.01%
357
+3
71
$43K 0.01%
22,680
+11,430
72
$43K 0.01%
1,718
+7
73
$42K 0.01%
1,060
74
$40K 0.01%
1,419
+6
75
$38K 0.01%
401
+3
1 2
3
4 5