TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
-1.14%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$394M
AUM Growth
-$32.3M
(-7.6%)
Cap. Flow
-$27.9M
Cap. Flow
% of AUM
-7.09%
Top 10 Holdings %
Top 10 Hldgs %
61.93%
Holding
172
New
17
Increased
38
Reduced
36
Closed
10
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.36M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.87M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$3.79M |
| 4 |
Vanguard Value ETF
VTV
|
$3.78M |
| 5 |
AutoZone
AZO
|
$3.52M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 3.21% |
| 2 | Industrials | 0.42% |
| 3 | Consumer Staples | 0.34% |
| 4 | Materials | 0.19% |
| 5 | Technology | 0.18% |
