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
$609M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.61M
3
+$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$398K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$368K

Top Sells

1
+$1.74M
2
+$1.3M
3
+$1.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$416K

Sector Composition

1 Consumer Discretionary 2.49%
2 Technology 0.6%
3 Consumer Staples 0.29%
4 Industrials 0.15%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.04%
3,825
-1,664
52
$215K 0.04%
696
53
$211K 0.03%
6,339
54
$205K 0.03%
3,990
-573
55
$177K 0.03%
3,008
56
$160K 0.03%
2,166
57
$158K 0.03%
1,816
+4
58
$154K 0.03%
3,442
+83
59
$153K 0.03%
2,515
-248
60
$150K 0.02%
660
61
$145K 0.02%
2,657
62
$140K 0.02%
814
-8
63
$138K 0.02%
717
64
$128K 0.02%
1,075
65
$124K 0.02%
900
66
$122K 0.02%
900
67
$117K 0.02%
1,711
+24
68
$116K 0.02%
5,066
+7
69
$112K 0.02%
+1,092
70
$112K 0.02%
1,051
+175
71
$108K 0.02%
1,500
72
$107K 0.02%
1,135
+101
73
$105K 0.02%
1,744
74
$105K 0.02%
3,021
+300
75
$104K 0.02%
2,166
1 2
3
4 5