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
$388M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$6.19M
3
+$4.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.84M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.39M

Top Sells

1
+$6.49M
2
+$6.33M
3
+$4.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$854K

Sector Composition

1 Consumer Discretionary 5.88%
2 Technology 0.55%
3 Consumer Staples 0.39%
4 Materials 0.36%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.01%
360
102
$28K 0.01%
297
103
$27K 0.01%
101
104
$27K 0.01%
312
+1
105
$27K 0.01%
84
106
$26K 0.01%
330
107
$26K 0.01%
1,500
108
$25K 0.01%
160
109
$25K 0.01%
377
110
$24K 0.01%
405
111
$24K 0.01%
400
112
$24K 0.01%
117
113
$23K 0.01%
792
114
$23K 0.01%
430
115
$22K 0.01%
493
116
$21K 0.01%
150
117
$21K 0.01%
243
118
$19K ﹤0.01%
361
119
$19K ﹤0.01%
136
120
$18K ﹤0.01%
252
121
$18K ﹤0.01%
156
122
$18K ﹤0.01%
+450
123
$17K ﹤0.01%
197
124
$16K ﹤0.01%
698
125
$15K ﹤0.01%
236
+1
3 4
5
6 7