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
$807M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.61M
3
+$940K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$865K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$815K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.35M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$653K

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 0.86%
3 Consumer Staples 0.4%
4 Energy 0.22%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$102K 0.01%
824
+374
127
$102K 0.01%
2,000
128
$101K 0.01%
1,361
+1
129
$101K 0.01%
1,412
130
$94.3K 0.01%
486
+4
131
$89.7K 0.01%
2,306
+24
132
$89.6K 0.01%
3,000
133
$89.2K 0.01%
3,660
+687
134
$88.6K 0.01%
2,437
-1,677
135
$86.9K 0.01%
1,500
136
$85.7K 0.01%
481
+83
137
$83.8K 0.01%
12,927
+72
138
$82.8K 0.01%
784
+5
139
$82.3K 0.01%
425
+2
140
$78.7K 0.01%
267
+1
141
$76.7K 0.01%
5,251
+81
142
$76.3K 0.01%
1,461
-151
143
$74.9K 0.01%
720
144
$73.9K 0.01%
+2,950
145
$73.6K 0.01%
485
-61
146
$73.1K 0.01%
542
147
$72K 0.01%
+772
148
$70.5K 0.01%
2,159
+307
149
$69.7K 0.01%
505
150
$69.2K 0.01%
1,695
+9
4 5
6
7 8