TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
+0.56%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$559M
AUM Growth
+$559M
(+13%)
Cap. Flow
+$63.9M
Cap. Flow
% of AUM
11.44%
Top 10 Holdings %
Top 10 Hldgs %
73.35%
Holding
295
New
21
Increased
51
Reduced
40
Closed
16
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$33.2M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$13.9M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$7.63M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$6.84M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$3.76M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.85% |
| 2 | Technology | 0.5% |
| 3 | Consumer Staples | 0.34% |
| 4 | Materials | 0.23% |
| 5 | Industrials | 0.17% |
