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
$432M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$16.3M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$15.7M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$865K

Top Sells

1
+$62.3M
2
+$2.54M
3
+$617K
4
FDX icon
FedEx
FDX
+$569K
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$180K

Sector Composition

1 Real Estate 1.79%
2 Consumer Discretionary 1.13%
3 Industrials 0.45%
4 Consumer Staples 0.38%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$117K 0.03%
4,731
+6
77
$117K 0.03%
3,813
+41
78
$115K 0.03%
4,382
79
$114K 0.03%
1,444
+1
80
$114K 0.03%
4,367
+33
81
$112K 0.03%
2,781
82
$111K 0.03%
1,871
+1
83
$111K 0.03%
3,362
+1
84
$111K 0.03%
1,218
+1
85
$110K 0.03%
867
86
$109K 0.03%
900
+41
87
$109K 0.03%
1,701
-320
88
$108K 0.03%
3,976
-491
89
$106K 0.02%
+1,846
90
$105K 0.02%
1,117
+11
91
$105K 0.02%
1,089
+1
92
$105K 0.02%
2,239
+23
93
$104K 0.02%
1,147
+10
94
$104K 0.02%
1,974
+18
95
$103K 0.02%
1,260
96
$101K 0.02%
+1,144
97
$101K 0.02%
3,526
98
$100K 0.02%
3,009
+11
99
$99K 0.02%
1,953
100
$97K 0.02%
1,760
+47
2 3
4
5 6