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
$394M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.87M
3
+$3.79M
4
VTV icon
Vanguard Value ETF
VTV
+$3.78M
5
AZO icon
AutoZone
AZO
+$3.52M

Top Sells

1
+$11.6M
2
+$7.54M
3
+$5.62M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.91M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.71M

Sector Composition

1 Consumer Discretionary 3.21%
2 Industrials 0.42%
3 Consumer Staples 0.34%
4 Materials 0.19%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.02%
1,117
+3
77
$58K 0.01%
630
+230
78
$57K 0.01%
1,216
+1,021
79
$55K 0.01%
4,278
80
$55K 0.01%
647
81
$55K 0.01%
1,391
+4
82
$53K 0.01%
456
83
$53K 0.01%
1,060
84
$46K 0.01%
3,389
85
$46K 0.01%
639
+481
86
$46K 0.01%
572
87
$46K 0.01%
1,238
88
$45K 0.01%
552
89
$43K 0.01%
1,744
90
$42K 0.01%
706
-64
91
$42K 0.01%
+2,035
92
$38K 0.01%
3,000
93
$38K 0.01%
29,429
94
$36K 0.01%
548
95
$36K 0.01%
735
-232
96
$33K 0.01%
1,243
97
$31K 0.01%
808
+2
98
$30K 0.01%
150
99
$30K 0.01%
307
100
$26K 0.01%
+167
2 3
4
5 6