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
$319M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$8.7M
3
+$2.65M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$649K

Top Sells

1
+$15.5M
2
+$2.63M
3
+$1.67M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$944K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.45%
3 Industrials 0.39%
4 Technology 0.31%
5 Materials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.01%
1,060
77
$37K 0.01%
398
-127
78
$34K 0.01%
405
+2
79
$32K 0.01%
822
+4
80
$31K 0.01%
617
+72
81
$25K 0.01%
11,250
+5,625
82
$24K 0.01%
459
-5,363
83
$23K 0.01%
+483
84
$23K 0.01%
297
85
$22K 0.01%
1,281
86
$22K 0.01%
817
+1
87
$21K 0.01%
+245
88
$21K 0.01%
231
89
$20K 0.01%
3,000
90
$20K 0.01%
340
-56
91
$20K 0.01%
398
-1,377
92
$20K 0.01%
430
93
$19K 0.01%
84
94
$18K 0.01%
252
95
$18K 0.01%
618
96
$18K 0.01%
493
97
$17K 0.01%
895
98
$16K 0.01%
500
99
$15K ﹤0.01%
60
100
$15K ﹤0.01%
277
-1,323
2 3
4
5 6