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
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$650K
3
+$240K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$228K

Top Sells

1
+$2.67M
2
+$484K
3
+$254K
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$225K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$150K

Sector Composition

1 Consumer Discretionary 4.86%
2 Consumer Staples 0.48%
3 Technology 0.42%
4 Industrials 0.38%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
+103
152
$7K ﹤0.01%
201
153
$7K ﹤0.01%
87
154
$7K ﹤0.01%
+40
155
$7K ﹤0.01%
108
156
$7K ﹤0.01%
546
157
$7K ﹤0.01%
+148
158
$6K ﹤0.01%
105
159
$6K ﹤0.01%
+32
160
$6K ﹤0.01%
+39
161
$6K ﹤0.01%
120
162
$6K ﹤0.01%
120
163
$6K ﹤0.01%
27
164
$6K ﹤0.01%
+100
165
$6K ﹤0.01%
+95
166
$6K ﹤0.01%
+57
167
$6K ﹤0.01%
+42
168
$6K ﹤0.01%
100
169
$6K ﹤0.01%
+378
170
$5K ﹤0.01%
+34
171
$5K ﹤0.01%
100
172
$5K ﹤0.01%
+150
173
$5K ﹤0.01%
+85
174
$5K ﹤0.01%
+220
175
$5K ﹤0.01%
+500
5 6
7
8 9