TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
+3.67%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$340M
AUM Growth
+$340M
(+4.1%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
65.6%
Holding
198
New
16
Increased
30
Reduced
32
Closed
19
Top Buys
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$9.54M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.17M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.74M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$581K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$506K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.85% |
| 2 | Consumer Staples | 0.51% |
| 3 | Industrials | 0.36% |
| 4 | Technology | 0.3% |
| 5 | Materials | 0.26% |
