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
$394M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.87M
3
+$3.79M
4
VTV icon
Vanguard Value ETF
VTV
+$3.78M
5
AZO icon
AutoZone
AZO
+$3.52M

Top Sells

1
+$11.6M
2
+$7.54M
3
+$5.62M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.91M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.71M

Sector Composition

1 Consumer Discretionary 3.21%
2 Industrials 0.42%
3 Consumer Staples 0.34%
4 Materials 0.19%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.01%
297
102
$24K 0.01%
430
103
$23K 0.01%
447
+1
104
$22K 0.01%
1,268
+14
105
$22K 0.01%
812
+2
106
$21K 0.01%
618
-9
107
$21K 0.01%
231
-108
108
$21K 0.01%
741
-1,110
109
$20K 0.01%
330
110
$19K ﹤0.01%
184
111
$15K ﹤0.01%
+500
112
$15K ﹤0.01%
404
113
$13K ﹤0.01%
252
114
$13K ﹤0.01%
156
115
$12K ﹤0.01%
513
116
$11K ﹤0.01%
217
+1
117
$11K ﹤0.01%
+60
118
$11K ﹤0.01%
+200
119
$10K ﹤0.01%
676
120
$10K ﹤0.01%
+261
121
$10K ﹤0.01%
600
122
$8K ﹤0.01%
278
123
$8K ﹤0.01%
248
+52
124
$8K ﹤0.01%
546
125
$8K ﹤0.01%
90
3 4
5
6 7