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
$437M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$6.71M
3
+$3.24M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.38M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.72M

Top Sells

1
+$15M
2
+$5.51M
3
+$4.06M
4
HAP icon
VanEck Natural Resources ETF
HAP
+$4.01M
5
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$2.85M

Sector Composition

1 Consumer Discretionary 1.94%
2 Industrials 0.38%
3 Consumer Staples 0.31%
4 Financials 0.22%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
97
+2
127
$9K ﹤0.01%
195
128
$8K ﹤0.01%
278
129
$8K ﹤0.01%
90
130
$7K ﹤0.01%
546
131
$6K ﹤0.01%
380
+3
132
$6K ﹤0.01%
241
133
$6K ﹤0.01%
107
+1
134
$6K ﹤0.01%
196
+1
135
$5K ﹤0.01%
56
+1
136
$5K ﹤0.01%
146
137
$5K ﹤0.01%
+90
138
$4K ﹤0.01%
69
139
$4K ﹤0.01%
32
140
$3K ﹤0.01%
79
141
$3K ﹤0.01%
23
142
$3K ﹤0.01%
99
+1
143
$2K ﹤0.01%
45
+1
144
$2K ﹤0.01%
100
145
$2K ﹤0.01%
2
146
$1K ﹤0.01%
20
147
$1K ﹤0.01%
33
-132,214
148
$1K ﹤0.01%
32
149
$1K ﹤0.01%
29
150
$1K ﹤0.01%
8
3 4 5
6
7