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
$807M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.61M
3
+$940K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$865K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$815K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.35M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$653K

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 0.86%
3 Consumer Staples 0.4%
4 Energy 0.22%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.08%
10,040
+1,931
52
$640K 0.08%
4,849
-190
53
$578K 0.07%
11,482
-219
54
$552K 0.07%
11,047
+116
55
$551K 0.07%
12,893
+2,358
56
$535K 0.07%
10,146
-2,698
57
$499K 0.06%
6,145
+251
58
$496K 0.06%
2,784
59
$492K 0.06%
13,884
-238
60
$485K 0.06%
9,931
+430
61
$467K 0.06%
5,259
62
$460K 0.06%
4,966
+44
63
$423K 0.05%
6,821
64
$400K 0.05%
976
+4
65
$389K 0.05%
+838
66
$372K 0.05%
3,752
67
$365K 0.05%
3,896
68
$363K 0.05%
20,756
+9,138
69
$359K 0.04%
9,966
70
$359K 0.04%
8,751
71
$342K 0.04%
3,315
+400
72
$333K 0.04%
10,675
+253
73
$302K 0.04%
8,889
+9
74
$296K 0.04%
1,316
+2
75
$294K 0.04%
2,765
+9
1 2
3
4 5