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
$725M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.98M
3
+$2.09M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$1.52M

Top Sells

1
+$4.53M
2
+$2.53M
3
+$2.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.08M
5
PEP icon
PepsiCo
PEP
+$269K

Sector Composition

1 Consumer Discretionary 1.93%
2 Technology 0.69%
3 Consumer Staples 0.22%
4 Industrials 0.21%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
100
227
$5K ﹤0.01%
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$5K ﹤0.01%
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$4K ﹤0.01%
105
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$4K ﹤0.01%
100
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15
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$4K ﹤0.01%
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$4K ﹤0.01%
+175
234
$4K ﹤0.01%
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$4K ﹤0.01%
20
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$4K ﹤0.01%
84
237
$4K ﹤0.01%
30
238
$4K ﹤0.01%
15
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$4K ﹤0.01%
162
240
$4K ﹤0.01%
542
241
$3K ﹤0.01%
200
242
$3K ﹤0.01%
50
243
$3K ﹤0.01%
15
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$3K ﹤0.01%
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$3K ﹤0.01%
352
246
$3K ﹤0.01%
100
247
$3K ﹤0.01%
40
248
$2K ﹤0.01%
10
249
$2K ﹤0.01%
40
250
$2K ﹤0.01%
10
8 9
10
11 12