TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35.7K ﹤0.01%
662
252
$35.2K ﹤0.01%
109
+108
253
$34.8K ﹤0.01%
+1,057
254
$34.5K ﹤0.01%
493
255
$33.6K ﹤0.01%
574
+4
256
$33.4K ﹤0.01%
131
+116
257
$33.4K ﹤0.01%
340
258
$33.4K ﹤0.01%
75
+73
259
$32.5K ﹤0.01%
750
+650
260
$32.2K ﹤0.01%
60
261
$32K ﹤0.01%
393
+1
262
$31.9K ﹤0.01%
156
+142
263
$31.4K ﹤0.01%
230
+145
264
$31.3K ﹤0.01%
171
+166
265
$31.1K ﹤0.01%
+61
266
$30.8K ﹤0.01%
159
+155
267
$30.7K ﹤0.01%
110
268
$30.6K ﹤0.01%
112
+86
269
$30.6K ﹤0.01%
1,021
+301
270
$30.3K ﹤0.01%
+176
271
$29.8K ﹤0.01%
+440
272
$29.8K ﹤0.01%
402
-26
273
$29.6K ﹤0.01%
346
+203
274
$29.5K ﹤0.01%
427
+277
275
$28.4K ﹤0.01%
626
+600
9 10
11
12 13