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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
205
227
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228
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34
229
$2K ﹤0.01%
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20
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15
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10
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10
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25
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74
236
$2K ﹤0.01%
15
237
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96
238
$1K ﹤0.01%
12
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$1K ﹤0.01%
30
-135
240
$1K ﹤0.01%
+59
241
$1K ﹤0.01%
8
242
$1K ﹤0.01%
55
-1,402
243
$1K ﹤0.01%
10
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36
-100
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$1K ﹤0.01%
20
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25
247
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38
248
$1K ﹤0.01%
41
249
$1K ﹤0.01%
29
250
$1K ﹤0.01%
100
8 9
10
11 12