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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
100
277
$6K ﹤0.01%
244
278
$6K ﹤0.01%
19
279
$5K ﹤0.01%
105
280
$5K ﹤0.01%
23
281
$5K ﹤0.01%
15
282
$5K ﹤0.01%
100
283
$5K ﹤0.01%
200
284
$5K ﹤0.01%
+91
285
$5K ﹤0.01%
352
286
$5K ﹤0.01%
84
287
$5K ﹤0.01%
102
288
$5K ﹤0.01%
+130
289
$5K ﹤0.01%
+262
290
$4K ﹤0.01%
50
291
$4K ﹤0.01%
61
292
$4K ﹤0.01%
80
293
$4K ﹤0.01%
20
294
$4K ﹤0.01%
+100
295
$4K ﹤0.01%
10
296
$4K ﹤0.01%
17
297
$4K ﹤0.01%
15
298
$4K ﹤0.01%
+172
299
$4K ﹤0.01%
162
300
$4K ﹤0.01%
333
10 11
12
13 14