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
$807M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.61M
3
+$940K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$865K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$815K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.35M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$653K

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 0.86%
3 Consumer Staples 0.4%
4 Energy 0.22%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.04%
3,448
+33
77
$277K 0.03%
7,330
+3,502
78
$268K 0.03%
11,338
+2
79
$260K 0.03%
1,253
80
$258K 0.03%
5,102
-67
81
$257K 0.03%
9,240
82
$253K 0.03%
3,160
83
$250K 0.03%
724
84
$236K 0.03%
2,141
85
$233K 0.03%
4,610
86
$212K 0.03%
2,865
-136
87
$209K 0.03%
2,066
88
$208K 0.03%
1,497
+7
89
$190K 0.02%
3,544
-1,114
90
$182K 0.02%
2,015
+10
91
$182K 0.02%
3,645
+500
92
$180K 0.02%
900
93
$176K 0.02%
1,081
+200
94
$175K 0.02%
717
95
$170K 0.02%
2,446
-140
96
$168K 0.02%
4,648
97
$163K 0.02%
770
+100
98
$162K 0.02%
1,088
99
$158K 0.02%
491
100
$155K 0.02%
6,075
-1,349
2 3
4
5 6