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
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$650K
3
+$240K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$228K

Top Sells

1
+$2.67M
2
+$484K
3
+$254K
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$225K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$150K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.48%
3 Technology 0.42%
4 Industrials 0.38%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49K 0.01%
1,459
+138
77
$49K 0.01%
945
-115
78
$47K 0.01%
1,240
+77
79
$44K 0.01%
1,744
+7
80
$43K 0.01%
+1,800
81
$42K 0.01%
+1,625
82
$41K 0.01%
+651
83
$35K 0.01%
+200
84
$35K 0.01%
38,175
85
$34K 0.01%
1,500
86
$33K 0.01%
552
87
$33K 0.01%
1,281
88
$32K 0.01%
202
89
$29K 0.01%
360
90
$29K 0.01%
+1,560
91
$28K 0.01%
+799
92
$26K 0.01%
245
+2
93
$24K 0.01%
+200
94
$24K 0.01%
84
95
$24K 0.01%
228
+1
96
$24K 0.01%
430
97
$23K 0.01%
405
-1
98
$23K 0.01%
309
+1
99
$22K 0.01%
665
100
$22K 0.01%
3,000
2 3
4
5 6