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
$333M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.35M
3
+$1.61M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$653K

Top Sells

1
+$5.1M
2
+$1.1M
3
+$521K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$516K
5
FDC
First Data Corporation
FDC
+$443K

Sector Composition

1 Consumer Discretionary 6.32%
2 Consumer Staples 0.44%
3 Industrials 0.35%
4 Materials 0.27%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
27
127
$4K ﹤0.01%
+45
128
$4K ﹤0.01%
32
129
$3K ﹤0.01%
+56
130
$3K ﹤0.01%
11
131
$3K ﹤0.01%
+34
132
$3K ﹤0.01%
+24
133
$3K ﹤0.01%
130
134
$3K ﹤0.01%
+52
135
$2K ﹤0.01%
+33
136
$2K ﹤0.01%
44
137
$2K ﹤0.01%
40
138
$2K ﹤0.01%
+20
139
$2K ﹤0.01%
+41
140
$1K ﹤0.01%
+7
141
$1K ﹤0.01%
20
142
$1K ﹤0.01%
101
143
$1K ﹤0.01%
+9
144
$1K ﹤0.01%
35
145
$1K ﹤0.01%
10
146
$1K ﹤0.01%
25
147
$1K ﹤0.01%
+14
148
$1K ﹤0.01%
+14
149
$1K ﹤0.01%
+23
150
$1K ﹤0.01%
25
4 5
6
7 8