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
$837M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.07M
3
+$2.27M
4
NVRO
NEVRO CORP.
NVRO
+$2.03M
5
BND icon
Vanguard Total Bond Market
BND
+$1.88M

Top Sells

1
+$7.27M
2
+$2.28M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.99M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.91M

Sector Composition

1 Consumer Discretionary 2.22%
2 Technology 1%
3 Healthcare 0.39%
4 Consumer Staples 0.34%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$826K 0.1%
4,461
+17
52
$737K 0.09%
4,851
+2
53
$709K 0.08%
15,342
+72
54
$685K 0.08%
6,873
-69
55
$684K 0.08%
10,130
+90
56
$596K 0.07%
13,132
+239
57
$566K 0.07%
10,173
+27
58
$558K 0.07%
11,177
+130
59
$538K 0.06%
6,164
+19
60
$525K 0.06%
2,784
61
$492K 0.06%
9,990
+59
62
$476K 0.06%
5,259
63
$444K 0.05%
5,880
+5,380
64
$434K 0.05%
980
+4
65
$432K 0.05%
3,315
66
$429K 0.05%
11,977
-1,907
67
$414K 0.05%
6,868
+47
68
$391K 0.05%
9,240
69
$388K 0.05%
4,140
-826
70
$374K 0.04%
3,922
+26
71
$371K 0.04%
660
-178
72
$370K 0.04%
3,788
+36
73
$362K 0.04%
20,970
+214
74
$348K 0.04%
10,401
+1,512
75
$328K 0.04%
1,253
1 2
3
4 5