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
$609M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.61M
3
+$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$398K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$368K

Top Sells

1
+$1.74M
2
+$1.3M
3
+$1.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$416K

Sector Composition

1 Consumer Discretionary 2.49%
2 Technology 0.6%
3 Consumer Staples 0.29%
4 Industrials 0.15%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$101K 0.02%
1,505
+7
77
$99K 0.02%
1,522
78
$99K 0.02%
2,785
+90
79
$95K 0.02%
2,875
80
$89K 0.01%
2,303
81
$81K 0.01%
1,374
+4
82
$81K 0.01%
623
83
$80K 0.01%
1,331
84
$76K 0.01%
8,040
85
$76K 0.01%
1,053
+53
86
$75K 0.01%
838
87
$70K 0.01%
1,280
88
$69K 0.01%
236
89
$68K 0.01%
1,460
90
$66K 0.01%
1,324
91
$66K 0.01%
552
92
$65K 0.01%
1,902
93
$65K 0.01%
870
-505
94
$64K 0.01%
1,868
+494
95
$64K 0.01%
1,184
+3
96
$62K 0.01%
573
+59
97
$60K 0.01%
238
98
$60K 0.01%
865
-39
99
$57K 0.01%
722
+7
100
$55K 0.01%
1,500
2 3
4
5 6