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
$818M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.59M
3
+$2.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.97M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.26M

Top Sells

1
+$1.89M
2
+$1.7M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$887K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$582K

Sector Composition

1 Consumer Discretionary 1.77%
2 Technology 0.7%
3 Consumer Staples 0.22%
4 Communication Services 0.18%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K ﹤0.01%
258
+156
252
$10K ﹤0.01%
340
+1
253
$10K ﹤0.01%
229
+2
254
$10K ﹤0.01%
300
255
$9K ﹤0.01%
103
256
$9K ﹤0.01%
608
257
$9K ﹤0.01%
144
+1
258
$9K ﹤0.01%
277
+2
259
$9K ﹤0.01%
+50
260
$9K ﹤0.01%
5
261
$8K ﹤0.01%
190
262
$8K ﹤0.01%
55
263
$8K ﹤0.01%
40
264
$8K ﹤0.01%
156
265
$8K ﹤0.01%
304
+2
266
$8K ﹤0.01%
40
267
$8K ﹤0.01%
+55
268
$7K ﹤0.01%
364
269
$7K ﹤0.01%
273
270
$7K ﹤0.01%
201
271
$7K ﹤0.01%
280
+2
272
$7K ﹤0.01%
107
273
$7K ﹤0.01%
909
+23
274
$7K ﹤0.01%
542
275
$6K ﹤0.01%
244
9 10
11
12 13