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
$388M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$6.19M
3
+$4.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.84M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.39M

Top Sells

1
+$6.49M
2
+$6.33M
3
+$4.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$854K

Sector Composition

1 Consumer Discretionary 5.88%
2 Technology 0.55%
3 Consumer Staples 0.39%
4 Materials 0.36%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K ﹤0.01%
153
127
$14K ﹤0.01%
207
128
$14K ﹤0.01%
219
129
$14K ﹤0.01%
+180
130
$14K ﹤0.01%
502
131
$13K ﹤0.01%
589
132
$13K ﹤0.01%
251
133
$13K ﹤0.01%
676
134
$13K ﹤0.01%
164
+1
135
$13K ﹤0.01%
+234
136
$12K ﹤0.01%
480
137
$12K ﹤0.01%
202
138
$11K ﹤0.01%
+100
139
$11K ﹤0.01%
93
140
$11K ﹤0.01%
247
141
$9K ﹤0.01%
+203
142
$9K ﹤0.01%
56
143
$9K ﹤0.01%
147
144
$9K ﹤0.01%
404
145
$9K ﹤0.01%
+34
146
$8K ﹤0.01%
103
147
$8K ﹤0.01%
201
148
$8K ﹤0.01%
116
149
$8K ﹤0.01%
546
150
$7K ﹤0.01%
190
4 5
6
7 8