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
$425M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.47M
3
+$1.6M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$643K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$514K

Top Sells

1
+$15.4M
2
+$5.48M
3
+$5.13M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.02M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.86M

Sector Composition

1 Consumer Discretionary 1.28%
2 Real Estate 0.49%
3 Industrials 0.38%
4 Consumer Staples 0.35%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K ﹤0.01%
600
127
$11K ﹤0.01%
243
+3
128
$11K ﹤0.01%
+500
129
$11K ﹤0.01%
171
+1
130
$11K ﹤0.01%
216
-126
131
$10K ﹤0.01%
273
+1
132
$10K ﹤0.01%
186
133
$8K ﹤0.01%
209
+1
134
$7K ﹤0.01%
241
-5,942
135
$7K ﹤0.01%
+100
136
$7K ﹤0.01%
149
-101
137
$7K ﹤0.01%
546
138
$6K ﹤0.01%
190
-3,786
139
$6K ﹤0.01%
151
+1
140
$5K ﹤0.01%
54
-1,035
141
$5K ﹤0.01%
146
142
$4K ﹤0.01%
321
+7
143
$4K ﹤0.01%
103
+1
144
$4K ﹤0.01%
31
145
$4K ﹤0.01%
+200
146
$3K ﹤0.01%
77
147
$3K ﹤0.01%
2
148
$3K ﹤0.01%
22
149
$2K ﹤0.01%
43
+2
150
$2K ﹤0.01%
95
+1
4 5
6
7 8