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
$609M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.61M
3
+$1.16M
4
BND icon
Vanguard Total Bond Market
BND
+$398K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$368K

Top Sells

1
+$1.74M
2
+$1.3M
3
+$1.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$416K

Sector Composition

1 Consumer Discretionary 2.49%
2 Technology 0.6%
3 Consumer Staples 0.29%
4 Industrials 0.15%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
181
177
$8K ﹤0.01%
146
178
$8K ﹤0.01%
+42
179
$8K ﹤0.01%
80
180
$7K ﹤0.01%
332
+3
181
$7K ﹤0.01%
40
182
$7K ﹤0.01%
+56
183
$7K ﹤0.01%
70
+50
184
$7K ﹤0.01%
300
+100
185
$6K ﹤0.01%
103
186
$6K ﹤0.01%
+139
187
$6K ﹤0.01%
+112
188
$6K ﹤0.01%
294
+1
189
$6K ﹤0.01%
+42
190
$6K ﹤0.01%
+46
191
$6K ﹤0.01%
404
192
$5K ﹤0.01%
27
193
$5K ﹤0.01%
+91
194
$5K ﹤0.01%
+81
195
$4K ﹤0.01%
+1,032
196
$4K ﹤0.01%
364
197
$4K ﹤0.01%
20
198
$4K ﹤0.01%
256
199
$4K ﹤0.01%
5,000
200
$4K ﹤0.01%
23
6 7
8
9 10