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
$807M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.61M
3
+$940K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$865K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$815K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.35M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$653K

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 0.86%
3 Consumer Staples 0.4%
4 Energy 0.22%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$154K 0.02%
4,260
+4
102
$154K 0.02%
1,178
-64
103
$152K 0.02%
1,178
+1
104
$151K 0.02%
2,227
+2
105
$150K 0.02%
1,310
106
$144K 0.02%
1,862
107
$142K 0.02%
1,896
+1
108
$140K 0.02%
880
109
$138K 0.02%
1,793
110
$137K 0.02%
3,384
-5,509
111
$135K 0.02%
3,379
+20
112
$132K 0.02%
1,437
-159
113
$131K 0.02%
2,100
114
$130K 0.02%
2,543
+12
115
$127K 0.02%
2,664
116
$125K 0.02%
6,484
+1,030
117
$123K 0.02%
1,666
+8
118
$121K 0.01%
728
119
$119K 0.01%
2,090
-15
120
$115K 0.01%
1,389
+562
121
$114K 0.01%
2,228
+5
122
$113K 0.01%
240
+1
123
$110K 0.01%
1,445
-404
124
$105K 0.01%
2,303
125
$104K 0.01%
1,331
+3
3 4
5
6 7