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
201
$4K ﹤0.01%
+41
202
$4K ﹤0.01%
205
+180
203
$4K ﹤0.01%
+83
204
$4K ﹤0.01%
+200
205
$4K ﹤0.01%
32
206
$3K ﹤0.01%
44
207
$3K ﹤0.01%
+39
208
$3K ﹤0.01%
+157
209
$3K ﹤0.01%
40
210
$3K ﹤0.01%
+36
211
$3K ﹤0.01%
86
212
$3K ﹤0.01%
+62
213
$3K ﹤0.01%
+115
214
$3K ﹤0.01%
+72
215
$3K ﹤0.01%
90
+1
216
$3K ﹤0.01%
67
217
$3K ﹤0.01%
+72
218
$3K ﹤0.01%
+69
219
$3K ﹤0.01%
+40
220
$3K ﹤0.01%
+75
221
$3K ﹤0.01%
201
222
$3K ﹤0.01%
200
223
$3K ﹤0.01%
+19
224
$3K ﹤0.01%
+42
225
$3K ﹤0.01%
+99
7 8
9
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