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
$432M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$16.3M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$15.7M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$865K

Top Sells

1
+$62.3M
2
+$2.54M
3
+$617K
4
FDX icon
FedEx
FDX
+$569K
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$180K

Sector Composition

1 Real Estate 1.79%
2 Consumer Discretionary 1.13%
3 Industrials 0.45%
4 Consumer Staples 0.38%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$97K 0.02%
1,210
+1
102
$94K 0.02%
2,471
+18
103
$93K 0.02%
2,055
+20
104
$85K 0.02%
2,549
+10
105
$80K 0.02%
1,366
+3
106
$73K 0.02%
1,460
+100
107
$71K 0.02%
1,729
-181
108
$55K 0.01%
708
+5
109
$55K 0.01%
1,284
+8
110
$53K 0.01%
805
+13
111
$52K 0.01%
1,851
112
$44K 0.01%
1,049
+6
113
$42K 0.01%
1,090
+4
114
$41K 0.01%
3,025
+25
115
$40K 0.01%
374
+3
116
$40K 0.01%
743
+4
117
$39K 0.01%
956
+172
118
$39K 0.01%
827
+4
119
$35K 0.01%
544
+4
120
$34K 0.01%
633
+5
121
$34K 0.01%
150
122
$30K 0.01%
626
+3
123
$30K 0.01%
303
124
$29K 0.01%
227
125
$29K 0.01%
1,190
+16
3 4
5
6 7