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
$388M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$6.19M
3
+$4.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.84M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.39M

Top Sells

1
+$6.49M
2
+$6.33M
3
+$4.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$854K

Sector Composition

1 Consumer Discretionary 5.88%
2 Technology 0.55%
3 Consumer Staples 0.39%
4 Materials 0.36%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67K 0.02%
1,902
77
$67K 0.02%
1,182
+8
78
$65K 0.02%
1,984
+5
79
$63K 0.02%
+1,325
80
$63K 0.02%
236
81
$61K 0.02%
+1,214
82
$59K 0.02%
1,240
83
$59K 0.02%
1,192
+5
84
$57K 0.01%
454
85
$49K 0.01%
552
86
$47K 0.01%
580
87
$47K 0.01%
647
88
$45K 0.01%
1,274
89
$45K 0.01%
1,773
+8
90
$44K 0.01%
945
91
$39K 0.01%
+760
92
$37K 0.01%
+471
93
$34K 0.01%
163
94
$34K 0.01%
817
+429
95
$34K 0.01%
326
+1
96
$33K 0.01%
200
97
$31K 0.01%
702
+150
98
$31K 0.01%
520
99
$30K 0.01%
199
-36
100
$29K 0.01%
249
+2
2 3
4
5 6