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
$319M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$8.7M
3
+$2.65M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$649K

Top Sells

1
+$15.5M
2
+$2.63M
3
+$1.67M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$944K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.45%
3 Industrials 0.39%
4 Technology 0.31%
5 Materials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
+731
127
$6K ﹤0.01%
+223
128
$6K ﹤0.01%
+684
129
$6K ﹤0.01%
+267
130
$6K ﹤0.01%
+350
131
$6K ﹤0.01%
+264
132
$6K ﹤0.01%
+476
133
$6K ﹤0.01%
+1,243
134
$5K ﹤0.01%
+547
135
$5K ﹤0.01%
+889
136
$5K ﹤0.01%
+367
137
$5K ﹤0.01%
+524
138
$5K ﹤0.01%
27
139
$5K ﹤0.01%
+743
140
$5K ﹤0.01%
+709
141
$5K ﹤0.01%
+291
142
$5K ﹤0.01%
+280
143
$5K ﹤0.01%
+437
144
$5K ﹤0.01%
100
145
$5K ﹤0.01%
+694
146
$4K ﹤0.01%
120
147
$4K ﹤0.01%
120
148
$4K ﹤0.01%
32
149
$3K ﹤0.01%
+11
150
$3K ﹤0.01%
40
4 5
6
7 8