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
$609M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.61M
3
+$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$398K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$368K

Top Sells

1
+$1.74M
2
+$1.3M
3
+$1.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$416K

Sector Composition

1 Consumer Discretionary 2.49%
2 Technology 0.6%
3 Consumer Staples 0.29%
4 Industrials 0.15%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34K 0.01%
197
127
$33K 0.01%
300
128
$33K 0.01%
+192
129
$33K 0.01%
1,000
130
$31K 0.01%
218
131
$28K ﹤0.01%
360
132
$28K ﹤0.01%
493
133
$27K ﹤0.01%
309
134
$27K ﹤0.01%
551
+5
135
$27K ﹤0.01%
884
136
$26K ﹤0.01%
1,120
+100
137
$26K ﹤0.01%
84
138
$26K ﹤0.01%
447
+100
139
$25K ﹤0.01%
403
-261
140
$24K ﹤0.01%
+116
141
$24K ﹤0.01%
538
+135
142
$22K ﹤0.01%
370
143
$22K ﹤0.01%
203
+1
144
$20K ﹤0.01%
252
145
$20K ﹤0.01%
542
146
$20K ﹤0.01%
243
147
$18K ﹤0.01%
752
148
$18K ﹤0.01%
434
149
$17K ﹤0.01%
574
150
$17K ﹤0.01%
522
+113
4 5
6
7 8