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
$347M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$650K
3
+$240K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$228K

Top Sells

1
+$2.67M
2
+$484K
3
+$254K
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%
+37
178
$5K ﹤0.01%
+300
179
$5K ﹤0.01%
+78
180
$5K ﹤0.01%
+77
181
$5K ﹤0.01%
+200
182
$5K ﹤0.01%
84
183
$5K ﹤0.01%
+121
184
$5K ﹤0.01%
+101
185
$5K ﹤0.01%
244
186
$5K ﹤0.01%
+172
187
$5K ﹤0.01%
+59
188
$5K ﹤0.01%
+40
189
$5K ﹤0.01%
+94
190
$5K ﹤0.01%
305
191
$4K ﹤0.01%
+55
192
$4K ﹤0.01%
+49
193
$4K ﹤0.01%
82
+9
194
$4K ﹤0.01%
+28
195
$4K ﹤0.01%
+122
196
$4K ﹤0.01%
+58
197
$4K ﹤0.01%
+50
198
$4K ﹤0.01%
+42
199
$4K ﹤0.01%
+242
200
$4K ﹤0.01%
11
6 7
8
9 10