TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.96M
3
+$3.86M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.86M
5
AZO icon
AutoZone
AZO
+$3.61M

Top Sells

1
+$11.6M
2
+$7.54M
3
+$5.84M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.91M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.78M

Sector Composition

1 Consumer Discretionary 3.21%
2 Industrials 0.42%
3 Consumer Staples 0.34%
4 Materials 0.19%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
33
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161
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$0 ﹤0.01%
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30
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29
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171
$0 ﹤0.01%
+1
172
– –
-1,519
3 4 5 6
7