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
$388M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$6.19M
3
+$4.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.84M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.39M

Top Sells

1
+$6.49M
2
+$6.33M
3
+$4.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$854K

Sector Composition

1 Consumer Discretionary 5.88%
2 Technology 0.55%
3 Consumer Staples 0.39%
4 Materials 0.36%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$141K 0.04%
1,928
+30
52
$130K 0.03%
803
+209
53
$122K 0.03%
995
+234
54
$120K 0.03%
3,985
+25
55
$117K 0.03%
2,303
56
$114K 0.03%
1,013
-109
57
$114K 0.03%
3,237
58
$112K 0.03%
717
59
$111K 0.03%
2,185
+14
60
$109K 0.03%
660
61
$109K 0.03%
4,296
+410
62
$108K 0.03%
6,257
+6,202
63
$108K 0.03%
3,501
+24
64
$102K 0.03%
1,341
65
$101K 0.03%
1,284
66
$96K 0.02%
836
67
$92K 0.02%
1,697
68
$83K 0.02%
1,025
+742
69
$78K 0.02%
780
70
$77K 0.02%
1,434
+6
71
$76K 0.02%
432
+28
72
$74K 0.02%
438
+1
73
$73K 0.02%
1,744
74
$71K 0.02%
1,460
75
$68K 0.02%
812
-1,402
1 2
3
4 5