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
$388M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$6.19M
3
+$4.76M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.84M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.39M

Top Sells

1
+$6.49M
2
+$6.33M
3
+$4.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$854K

Sector Composition

1 Consumer Discretionary 5.88%
2 Technology 0.55%
3 Consumer Staples 0.39%
4 Materials 0.36%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
201
+1
152
$7K ﹤0.01%
27
153
$7K ﹤0.01%
169
+100
154
$7K ﹤0.01%
+196
155
$7K ﹤0.01%
101
156
$7K ﹤0.01%
600
157
$6K ﹤0.01%
105
158
$6K ﹤0.01%
101
159
$5K ﹤0.01%
161
+1
160
$5K ﹤0.01%
244
161
$5K ﹤0.01%
+200
162
$5K ﹤0.01%
32
163
$4K ﹤0.01%
11
164
$4K ﹤0.01%
157
165
$4K ﹤0.01%
40
166
$4K ﹤0.01%
205
167
$4K ﹤0.01%
+50
168
$4K ﹤0.01%
+101
169
$4K ﹤0.01%
201
170
$4K ﹤0.01%
200
171
$4K ﹤0.01%
100
172
$3K ﹤0.01%
70
173
$2K ﹤0.01%
74
174
$2K ﹤0.01%
524
175
$2K ﹤0.01%
40
5 6
7
8 9