TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
+2.14%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$333M
AUM Growth
+$13.2M
(+4.1%)
Cap. Flow
+$6.83M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
64.78%
Holding
197
New
21
Increased
42
Reduced
26
Closed
29
Top Buys
| 1 |
AutoZone
AZO
|
$6.09M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.35M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.61M |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.59M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$653K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.32% |
| 2 | Consumer Staples | 0.44% |
| 3 | Industrials | 0.35% |
| 4 | Materials | 0.27% |
| 5 | Technology | 0.27% |
