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
$333M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.35M
3
+$1.61M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$653K

Top Sells

1
+$5.1M
2
+$1.1M
3
+$521K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$516K
5
FDC
First Data Corporation
FDC
+$443K

Sector Composition

1 Consumer Discretionary 6.32%
2 Consumer Staples 0.44%
3 Industrials 0.35%
4 Materials 0.27%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.01%
552
77
$34K 0.01%
408
+3
78
$33K 0.01%
824
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79
$31K 0.01%
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80
$30K 0.01%
617
81
$24K 0.01%
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82
$24K 0.01%
+226
83
$23K 0.01%
511
+81
84
$23K 0.01%
+200
85
$22K 0.01%
231
86
$21K 0.01%
342
+2
87
$21K 0.01%
297
88
$20K 0.01%
245
89
$20K 0.01%
401
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90
$20K 0.01%
388
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91
$19K 0.01%
900
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92
$18K 0.01%
618
93
$18K 0.01%
84
94
$17K 0.01%
493
95
$16K ﹤0.01%
252
96
$16K ﹤0.01%
367
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97
$16K ﹤0.01%
306
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98
$15K ﹤0.01%
+400
99
$13K ﹤0.01%
+200
100
$13K ﹤0.01%
156
2 3
4
5 6