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
$333M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.35M
3
+$1.61M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$653K

Top Sells

1
+$5.1M
2
+$1.1M
3
+$521K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$516K
5
FDC
First Data Corporation
FDC
+$443K

Sector Composition

1 Consumer Discretionary 6.32%
2 Consumer Staples 0.44%
3 Industrials 0.35%
4 Materials 0.27%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K ﹤0.01%
404
102
$12K ﹤0.01%
513
103
$12K ﹤0.01%
600
104
$11K ﹤0.01%
224
+2
105
$10K ﹤0.01%
376
+2
106
$10K ﹤0.01%
676
107
$9K ﹤0.01%
273
108
$9K ﹤0.01%
+200
109
$9K ﹤0.01%
247
110
$8K ﹤0.01%
248
-252
111
$8K ﹤0.01%
200
112
$8K ﹤0.01%
303
+1
113
$8K ﹤0.01%
262
114
$7K ﹤0.01%
+200
115
$7K ﹤0.01%
108
116
$7K ﹤0.01%
201
117
$7K ﹤0.01%
546
118
$7K ﹤0.01%
90
119
$6K ﹤0.01%
87
120
$6K ﹤0.01%
56
121
$6K ﹤0.01%
196
-52
122
$6K ﹤0.01%
146
123
$6K ﹤0.01%
100
124
$5K ﹤0.01%
120
125
$5K ﹤0.01%
120
3 4
5
6 7