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
$388M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$6.19M
3
+$4.68M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.85M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.39M

Top Sells

1
+$6.5M
2
+$6.46M
3
+$4.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$837K

Sector Composition

1 Consumer Discretionary 5.88%
2 Technology 0.55%
3 Consumer Staples 0.39%
4 Materials 0.36%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
524
177
$2K ﹤0.01%
74
178
$1K ﹤0.01%
41
-1,240
179
$1K ﹤0.01%
235
180
$1K ﹤0.01%
29
181
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41
182
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5
183
$1K ﹤0.01%
38
184
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25
185
$1K ﹤0.01%
23
186
$1K ﹤0.01%
152
187
$1K ﹤0.01%
24
188
$1K ﹤0.01%
20
189
$1K ﹤0.01%
12
190
$0 ﹤0.01%
15
191
$0 ﹤0.01%
10
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192
– –
0
193
– –
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$0 ﹤0.01%
25
195
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$0 ﹤0.01%
9
197
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-149
198
– –
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199
$0 ﹤0.01%
5
200
– –
-1,112
5 6 7
8
9