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
$425M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.47M
3
+$1.6M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$643K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$514K

Top Sells

1
+$15.4M
2
+$5.48M
3
+$5.13M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.02M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.86M

Sector Composition

1 Consumer Discretionary 1.28%
2 Real Estate 0.49%
3 Industrials 0.38%
4 Consumer Staples 0.35%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51K 0.01%
1,055
+6
77
$50K 0.01%
1,851
78
$50K 0.01%
+29,429
79
$47K 0.01%
540
-1,085
80
$46K 0.01%
+800
81
$45K 0.01%
+2,000
82
$44K 0.01%
746
+3
83
$43K 0.01%
+3,389
84
$43K 0.01%
1,094
+4
85
$42K 0.01%
968
+12
86
$42K 0.01%
627
+535
87
$41K 0.01%
830
+3
88
$41K 0.01%
+1,467
89
$40K 0.01%
150
90
$37K 0.01%
2,368
+2,002
91
$37K 0.01%
+866
92
$37K 0.01%
1,732
-5,884
93
$37K 0.01%
636
+3
94
$37K 0.01%
+1,000
95
$35K 0.01%
547
+3
96
$34K 0.01%
+2,000
97
$34K 0.01%
+1,100
98
$32K 0.01%
631
+5
99
$30K 0.01%
1,206
+16
100
$30K 0.01%
304
+1
2 3
4
5 6