TD CAPITAL MANAGEMENT Overview

Td Capital Management Llc is an investment advisor that manages 501.8 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 333MM in positions, representing 66% of the manager's regulatory AUM.

TD CAPITAL MANAGEMENT StockAlpha

-3.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TD CAPITAL MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MINT 11.2% ETF 0.31% -0.02% 1 2%
TOTL 9.79% ETF -2.25% -0.27% 3 3%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

TD CAPITAL MANAGEMENT Founders and Key Employees

Name Title In Position Since
Nimrod G. Thompson Managing Member And Chief Compliance Officer January-1997
Lloyd D. Smith Member/ Managing Director January-1997

TD CAPITAL MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

TD CAPITAL MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


In accordance with the Investment Plan, TD Capital will primarily invest in ETF’s, mutual funds, bonds, and individual stocks.

Methods of Analysis
Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, as applicable and without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall
ratings for safety and returns, and other factors.

Fixed income investments may be used as a strategic investment, as an instrument to fulfill liquidity or income needs in a portfolio, or to add a component of capital preservation. TD Capital may evaluate and select individual bonds or bond funds based on a number of factors including, without limitation, rating, yield and duration.

Investment Strategies
TD Capital’s strategic approach is to invest each portfolio in accordance with the Plan that has been developed spe...
Unlock Full Investment Process Description

TD CAPITAL MANAGEMENT Portfolio Concentration

TD CAPITAL MANAGEMENT Location

5100 POPLAR AVENUE
SUITE 2904
MEMPHIS, Tennessee
UNITED STATES, 38137-1400

TD CAPITAL MANAGEMENT Contact Information

Phone Number: 901-681-0021
Fax Number: 901-842-2824
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A