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
$609M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.61M
3
+$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$398K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$368K

Top Sells

1
+$1.74M
2
+$1.3M
3
+$1.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$416K

Sector Composition

1 Consumer Discretionary 2.49%
2 Technology 0.6%
3 Consumer Staples 0.29%
4 Industrials 0.15%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K ﹤0.01%
480
152
$15K ﹤0.01%
374
-4
153
$15K ﹤0.01%
208
+1
154
$14K ﹤0.01%
+1,088
155
$14K ﹤0.01%
247
156
$13K ﹤0.01%
223
+1
157
$13K ﹤0.01%
249
158
$13K ﹤0.01%
179
+1
159
$13K ﹤0.01%
101
+1
160
$12K ﹤0.01%
487
161
$12K ﹤0.01%
225
162
$12K ﹤0.01%
473
163
$11K ﹤0.01%
676
164
$11K ﹤0.01%
425
165
$10K ﹤0.01%
138
+1
166
$10K ﹤0.01%
+1,475
167
$10K ﹤0.01%
56
168
$10K ﹤0.01%
+579
169
$10K ﹤0.01%
+98
170
$10K ﹤0.01%
300
171
$9K ﹤0.01%
202
172
$9K ﹤0.01%
101
173
$8K ﹤0.01%
210
174
$8K ﹤0.01%
229
+139
175
$8K ﹤0.01%
174
5 6
7
8 9