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
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$650K
3
+$240K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$228K

Top Sells

1
+$2.67M
2
+$484K
3
+$254K
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$225K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$150K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.48%
3 Technology 0.42%
4 Industrials 0.38%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K ﹤0.01%
600
127
$12K ﹤0.01%
+318
128
$11K ﹤0.01%
127
129
$11K ﹤0.01%
207
130
$11K ﹤0.01%
184
131
$11K ﹤0.01%
676
132
$11K ﹤0.01%
155
+1
133
$11K ﹤0.01%
404
134
$10K ﹤0.01%
+112
135
$10K ﹤0.01%
248
136
$10K ﹤0.01%
182
137
$10K ﹤0.01%
247
138
$10K ﹤0.01%
+343
139
$9K ﹤0.01%
+426
140
$9K ﹤0.01%
+167
141
$9K ﹤0.01%
202
142
$9K ﹤0.01%
170
143
$9K ﹤0.01%
56
144
$9K ﹤0.01%
90
145
$8K ﹤0.01%
261
+2
146
$8K ﹤0.01%
+301
147
$8K ﹤0.01%
+315
148
$8K ﹤0.01%
430
+200
149
$8K ﹤0.01%
146
150
$8K ﹤0.01%
+91
4 5
6
7 8