TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
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
+$1.97M
2
+$651K
3
+$242K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$232K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K

Top Sells

1
+$2.67M
2
+$474K
3
+$247K
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
176
$5K ﹤0.01%
+59
177
$5K ﹤0.01%
+40
178
$5K ﹤0.01%
+59
179
$5K ﹤0.01%
+200
180
$5K ﹤0.01%
100
181
$5K ﹤0.01%
+150
182
$5K ﹤0.01%
+85
183
$5K ﹤0.01%
+220
184
$5K ﹤0.01%
+500
185
$5K ﹤0.01%
+78
186
$5K ﹤0.01%
+77
187
$5K ﹤0.01%
84
188
$5K ﹤0.01%
+121
189
$5K ﹤0.01%
+94
190
$5K ﹤0.01%
305
191
$4K ﹤0.01%
11
192
$4K ﹤0.01%
+84
193
$4K ﹤0.01%
+242
194
$4K ﹤0.01%
32
195
$4K ﹤0.01%
+41
196
$4K ﹤0.01%
205
+180
197
$4K ﹤0.01%
+83
198
$4K ﹤0.01%
+200
199
$4K ﹤0.01%
+55
200
$4K ﹤0.01%
+49
6 7
8
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