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
$432M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$16.3M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$15.7M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$865K

Top Sells

1
+$62.3M
2
+$2.54M
3
+$617K
4
FDX icon
FedEx
FDX
+$569K
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$180K

Sector Composition

1 Real Estate 1.79%
2 Consumer Discretionary 1.13%
3 Industrials 0.45%
4 Consumer Staples 0.38%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K ﹤0.01%
240
+3
152
$10K ﹤0.01%
186
-156
153
$10K ﹤0.01%
170
-111
154
$9K ﹤0.01%
224
+3
155
$9K ﹤0.01%
360
-390
156
$9K ﹤0.01%
546
157
$8K ﹤0.01%
500
158
$7K ﹤0.01%
208
+2
159
$7K ﹤0.01%
323
-585
160
$7K ﹤0.01%
+95
161
$6K ﹤0.01%
366
+3
162
$6K ﹤0.01%
146
163
$6K ﹤0.01%
150
+2
164
$6K ﹤0.01%
92
+1
165
$6K ﹤0.01%
98
-103
166
$5K ﹤0.01%
240
-260
167
$4K ﹤0.01%
314
+6
168
$4K ﹤0.01%
102
+2
169
$4K ﹤0.01%
2
170
$4K ﹤0.01%
31
171
$4K ﹤0.01%
41
+1
172
$3K ﹤0.01%
77
+2
173
$3K ﹤0.01%
+300
174
$2K ﹤0.01%
41
175
$2K ﹤0.01%
179
+1
5 6
7
8 9