TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
+9.53%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$475M
AUM Growth
+$68.9M
(+17%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
5.95%
Top 10 Holdings %
Top 10 Hldgs %
75.78%
Holding
236
New
4
Increased
48
Reduced
28
Closed
6
Top Buys
Top Sells
| 1 |
AutoZone
AZO
|
$9.83M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$424K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$383K |
| 4 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$348K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$288K |
Sector Composition
| 1 | Consumer Discretionary | 3.65% |
| 2 | Consumer Staples | 0.45% |
| 3 | Technology | 0.43% |
| 4 | Materials | 0.28% |
| 5 | Industrials | 0.2% |
