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
$807M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.61M
3
+$940K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$865K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$815K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.35M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$653K

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 0.86%
3 Consumer Staples 0.4%
4 Energy 0.22%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$69.1K 0.01%
454
152
$69.1K 0.01%
517
+2
153
$68.6K 0.01%
2,820
+10
154
$67.2K 0.01%
691
+7
155
$67.1K 0.01%
1,671
+5
156
$66.7K 0.01%
505
+1
157
$66.1K 0.01%
1,043
158
$64.9K 0.01%
3,284
+14
159
$63K 0.01%
1,324
160
$62.7K 0.01%
2,490
161
$61.4K 0.01%
386
-21
162
$60K 0.01%
+2,026
163
$59.4K 0.01%
130
+1
164
$56.8K 0.01%
+188
165
$54.8K 0.01%
623
166
$53.2K 0.01%
2,113
+9
167
$53.2K 0.01%
343
+1
168
$51.9K 0.01%
500
169
$51.8K 0.01%
2,107
+10
170
$51.7K 0.01%
309
171
$50.7K 0.01%
+213
172
$49.8K 0.01%
1,313
+7
173
$49.6K 0.01%
546
+253
174
$49.2K 0.01%
685
175
$48.5K 0.01%
2,976
+4
5 6
7
8 9