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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
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
+$12.1M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.89M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.17M
3
+$4.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.95M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.55M

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
251
$1K ﹤0.01%
41
252
$1K ﹤0.01%
173
253
$0 ﹤0.01%
20
254
– –
-5
255
$0 ﹤0.01%
5
-253
256
– –
-858
257
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2
258
$0 ﹤0.01%
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4
261
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262
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264
$0 ﹤0.01%
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8
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1
270
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$0 ﹤0.01%
5
275
– –
-45
8 9 10
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