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
$394M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.87M
3
+$3.79M
4
VTV icon
Vanguard Value ETF
VTV
+$3.78M
5
AZO icon
AutoZone
AZO
+$3.52M

Top Sells

1
+$11.6M
2
+$7.54M
3
+$5.62M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.91M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.71M

Sector Composition

1 Consumer Discretionary 3.21%
2 Industrials 0.42%
3 Consumer Staples 0.34%
4 Materials 0.19%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K ﹤0.01%
109
127
$6K ﹤0.01%
380
128
$6K ﹤0.01%
240
-1
129
$5K ﹤0.01%
56
130
$5K ﹤0.01%
108
131
$5K ﹤0.01%
146
132
$5K ﹤0.01%
81
-242
133
$5K ﹤0.01%
+100
134
$4K ﹤0.01%
32
135
$4K ﹤0.01%
23
136
$3K ﹤0.01%
81
137
$3K ﹤0.01%
45
138
$3K ﹤0.01%
100
139
$3K ﹤0.01%
+27
140
$3K ﹤0.01%
+40
141
$3K ﹤0.01%
2
142
$3K ﹤0.01%
99
143
$2K ﹤0.01%
+1
144
$2K ﹤0.01%
24
+16
145
$1K ﹤0.01%
20
146
$1K ﹤0.01%
+25
147
$1K ﹤0.01%
33
148
$1K ﹤0.01%
+25
149
$1K ﹤0.01%
+41
150
$1K ﹤0.01%
29
3 4 5
6
7