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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K ﹤0.01%
55
227
$13K ﹤0.01%
202
228
$13K ﹤0.01%
56
229
$13K ﹤0.01%
300
230
$12K ﹤0.01%
1,038
+10
231
$12K ﹤0.01%
120
232
$12K ﹤0.01%
126
-29
233
$12K ﹤0.01%
8
234
$12K ﹤0.01%
181
235
$11K ﹤0.01%
277
+2
236
$11K ﹤0.01%
174
237
$11K ﹤0.01%
402
+1
238
$11K ﹤0.01%
265
+197
239
$10K ﹤0.01%
364
240
$10K ﹤0.01%
210
241
$10K ﹤0.01%
339
+3
242
$10K ﹤0.01%
227
+210
243
$10K ﹤0.01%
300
244
$9K ﹤0.01%
190
245
$9K ﹤0.01%
103
246
$9K ﹤0.01%
+55
247
$9K ﹤0.01%
608
248
$9K ﹤0.01%
40
+25
249
$9K ﹤0.01%
300
250
$9K ﹤0.01%
200
+100
8 9
10
11 12