TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.6K ﹤0.01%
340
227
$29.2K ﹤0.01%
60
+51
228
$29K ﹤0.01%
+180
229
$27.8K ﹤0.01%
287
+2
230
$26.8K ﹤0.01%
+392
231
$26.8K ﹤0.01%
128
+58
232
$26.7K ﹤0.01%
340
233
$26.7K ﹤0.01%
675
-140
234
$26.4K ﹤0.01%
405
235
$26.1K ﹤0.01%
60
236
$26.1K ﹤0.01%
240
237
$25.6K ﹤0.01%
897
238
$24.3K ﹤0.01%
720
239
$24.1K ﹤0.01%
157
+56
240
$23.7K ﹤0.01%
349
241
$23.6K ﹤0.01%
169
+73
242
$23.5K ﹤0.01%
75
+39
243
$23.3K ﹤0.01%
282
+2
244
$23.3K ﹤0.01%
110
245
$23.1K ﹤0.01%
384
246
$23.1K ﹤0.01%
103
247
$22.9K ﹤0.01%
+84
248
$22.4K ﹤0.01%
958
249
$22.2K ﹤0.01%
67
-3
250
$21.7K ﹤0.01%
190
+1
8 9
10
11 12