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
$609M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.61M
3
+$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$398K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$368K

Top Sells

1
+$1.74M
2
+$1.3M
3
+$1.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$416K

Sector Composition

1 Consumer Discretionary 2.49%
2 Technology 0.6%
3 Consumer Staples 0.29%
4 Industrials 0.15%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.01%
369
102
$52K 0.01%
12
-5
103
$52K 0.01%
1,990
+14
104
$52K 0.01%
1,997
+14
105
$52K 0.01%
2,015
+13
106
$51K 0.01%
720
107
$51K 0.01%
454
108
$51K 0.01%
2,008
+10
109
$51K 0.01%
2,041
+13
110
$50K 0.01%
1,274
111
$48K 0.01%
4,678
+51
112
$47K 0.01%
+285
113
$45K 0.01%
404
+104
114
$45K 0.01%
1,191
+101
115
$44K 0.01%
101
116
$43K 0.01%
200
117
$43K 0.01%
610
118
$42K 0.01%
763
119
$40K 0.01%
696
+356
120
$40K 0.01%
295
121
$40K 0.01%
600
+10
122
$39K 0.01%
199
123
$38K 0.01%
160
124
$38K 0.01%
+1,158
125
$35K 0.01%
500
3 4
5
6 7