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
251
$20.9K ﹤0.01%
463
-1,320
252
$19.9K ﹤0.01%
400
253
$19.8K ﹤0.01%
430
+3
254
$19.8K ﹤0.01%
1,048
255
$19.5K ﹤0.01%
770
+3
256
$19K ﹤0.01%
752
257
$18.9K ﹤0.01%
1,018
258
$18.6K ﹤0.01%
+1,302
259
$18.4K ﹤0.01%
199
260
$18.4K ﹤0.01%
65
261
$18.2K ﹤0.01%
144
+1
262
$18.1K ﹤0.01%
136
+81
263
$17.4K ﹤0.01%
423
+397
264
$17.4K ﹤0.01%
+953
265
$17.3K ﹤0.01%
+339
266
$17.3K ﹤0.01%
158
+1
267
$17.3K ﹤0.01%
353
268
$17.1K ﹤0.01%
+18
269
$17.1K ﹤0.01%
140
270
$16.8K ﹤0.01%
212
+1
271
$16.8K ﹤0.01%
271
+117
272
$16.6K ﹤0.01%
216
+1
273
$16.5K ﹤0.01%
247
274
$15.8K ﹤0.01%
292
+1
275
$15.7K ﹤0.01%
312
+2
9 10
11
12 13