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
$807M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.61M
3
+$940K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$865K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$815K

Top Sells

1
+$1.43M
2
+$1.37M
3
+$1.35M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.07M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$653K

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 0.86%
3 Consumer Staples 0.4%
4 Energy 0.22%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46.8K 0.01%
2,142
+12
177
$45.8K 0.01%
911
-124
178
$45.7K 0.01%
280
179
$45.5K 0.01%
202
+1
180
$43.1K 0.01%
1,901
+11
181
$43K 0.01%
1,863
+11
182
$42.9K 0.01%
+1,208
183
$42.9K 0.01%
1,822
+11
184
$42.4K 0.01%
916
+5
185
$41.3K 0.01%
1,862
+10
186
$41.3K 0.01%
2,047
+9
187
$40.7K 0.01%
707
+2
188
$40.3K 0.01%
220
189
$39.2K ﹤0.01%
400
190
$38.9K ﹤0.01%
101
191
$38.6K ﹤0.01%
400
+4
192
$38.6K ﹤0.01%
84
193
$38K ﹤0.01%
546
+300
194
$37.2K ﹤0.01%
490
+185
195
$36.3K ﹤0.01%
174
+117
196
$36.2K ﹤0.01%
989
197
$36K ﹤0.01%
2,057
+29
198
$36K ﹤0.01%
913
+4
199
$35.8K ﹤0.01%
902
+4
200
$34.8K ﹤0.01%
751
+1
6 7
8
9 10