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
201
$34.5K ﹤0.01%
+420
202
$34K ﹤0.01%
879
+8
203
$33.3K ﹤0.01%
160
204
$33.2K ﹤0.01%
+500
205
$32.7K ﹤0.01%
249
+1
206
$32K ﹤0.01%
500
207
$31.6K ﹤0.01%
550
208
$31.6K ﹤0.01%
519
+2
209
$31.4K ﹤0.01%
+364
210
$31K ﹤0.01%
310
211
$29.9K ﹤0.01%
360
212
$29.4K ﹤0.01%
+848
213
$28.6K ﹤0.01%
752
214
$28.5K ﹤0.01%
216
+3
215
$28.2K ﹤0.01%
221
+120
216
$27.8K ﹤0.01%
660
+5
217
$27.6K ﹤0.01%
270
+70
218
$27.3K ﹤0.01%
720
219
$26.9K ﹤0.01%
58
220
$26.7K ﹤0.01%
2,875
221
$26.3K ﹤0.01%
240
222
$25.2K ﹤0.01%
242
+2
223
$24.9K ﹤0.01%
1,650
224
$24.8K ﹤0.01%
+300
225
$24.4K ﹤0.01%
349
7 8
9
10 11