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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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.92M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$964K

Top Sells

1
+$2.72M
2
+$1.31M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$481K

Sector Composition

1 Consumer Discretionary 2.4%
2 Technology 0.66%
3 Consumer Staples 0.27%
4 Industrials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+50
252
$1K ﹤0.01%
96
253
$1K ﹤0.01%
29
254
$1K ﹤0.01%
41
255
$1K ﹤0.01%
750
+250
256
$1K ﹤0.01%
30
257
$1K ﹤0.01%
40
258
$1K ﹤0.01%
5,000
259
$1K ﹤0.01%
10
260
$1K ﹤0.01%
17
261
$1K ﹤0.01%
36
262
$1K ﹤0.01%
12
+7
263
$1K ﹤0.01%
20
264
$1K ﹤0.01%
44
265
$1K ﹤0.01%
38
-70
266
$1K ﹤0.01%
100
267
– –
-98
268
– –
-56
269
– –
-9
270
– –
-425
271
– –
-600
272
– –
-1,184
273
$0 ﹤0.01%
5
274
– –
-200
275
– –
-15
9 10
11
12 13