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
$444M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.83M
3
+$4.45M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.12M
5
AZO icon
AutoZone
AZO
+$1.07M

Top Sells

1
+$12.1M
2
+$6.01M
3
+$3.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.39M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.12M

Sector Composition

1 Consumer Discretionary 1.64%
2 Industrials 0.37%
3 Consumer Staples 0.33%
4 Technology 0.21%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.01%
330
102
$28K 0.01%
306
+146
103
$25K 0.01%
442
+3
104
$25K 0.01%
+707
105
$24K 0.01%
444
+1
106
$24K 0.01%
466
+1
107
$23K 0.01%
242
+1
108
$23K 0.01%
260
+2
109
$22K 0.01%
806
+2
110
$21K ﹤0.01%
297
111
$20K ﹤0.01%
820
112
$19K ﹤0.01%
178
113
$16K ﹤0.01%
+846
114
$16K ﹤0.01%
327
115
$16K ﹤0.01%
187
116
$15K ﹤0.01%
+1,168
117
$14K ﹤0.01%
247
+2
118
$14K ﹤0.01%
+801
119
$14K ﹤0.01%
600
120
$13K ﹤0.01%
156
121
$13K ﹤0.01%
404
122
$13K ﹤0.01%
513
+6
123
$10K ﹤0.01%
203
-63
124
$10K ﹤0.01%
+690
125
$10K ﹤0.01%
195
3 4
5
6 7