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
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$650K
3
+$240K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$228K

Top Sells

1
+$2.67M
2
+$484K
3
+$254K
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$225K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$150K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.48%
3 Technology 0.42%
4 Industrials 0.38%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.01%
335
102
$22K 0.01%
+313
103
$21K 0.01%
245
104
$20K 0.01%
577
-10
105
$20K 0.01%
+200
106
$20K 0.01%
493
107
$19K 0.01%
535
+103
108
$19K 0.01%
297
109
$18K 0.01%
252
110
$18K 0.01%
361
111
$17K ﹤0.01%
330
112
$17K ﹤0.01%
714
113
$16K ﹤0.01%
+215
114
$15K ﹤0.01%
230
+2
115
$15K ﹤0.01%
22,680
116
$14K ﹤0.01%
+300
117
$14K ﹤0.01%
+246
118
$14K ﹤0.01%
156
119
$14K ﹤0.01%
+200
120
$14K ﹤0.01%
276
121
$13K ﹤0.01%
388
+192
122
$13K ﹤0.01%
+556
123
$12K ﹤0.01%
+400
124
$12K ﹤0.01%
118
125
$12K ﹤0.01%
+400
3 4
5
6 7