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
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$650K
3
+$240K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$228K

Top Sells

1
+$2.67M
2
+$484K
3
+$254K
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$225K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$150K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.48%
3 Technology 0.42%
4 Industrials 0.38%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$123K 0.04%
1,537
+137
52
$122K 0.04%
2,303
53
$120K 0.03%
3,899
-161
54
$113K 0.03%
+2,132
55
$112K 0.03%
1,402
-657
56
$109K 0.03%
1,342
+58
57
$107K 0.03%
1,122
+198
58
$105K 0.03%
+3,427
59
$98K 0.03%
1,391
+6
60
$94K 0.03%
550
+393
61
$89K 0.03%
713
62
$82K 0.02%
589
+5
63
$81K 0.02%
550
+115
64
$75K 0.02%
672
+100
65
$67K 0.02%
836
66
$67K 0.02%
1,832
+88
67
$66K 0.02%
1,418
+6
68
$63K 0.02%
1,161
+41
69
$62K 0.02%
1,156
+5
70
$60K 0.02%
742
71
$60K 0.02%
340
+37
72
$59K 0.02%
1,174
+4
73
$58K 0.02%
746
+99
74
$54K 0.02%
454
75
$51K 0.01%
1,729
+6
1 2
3
4 5