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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.2K ﹤0.01%
145
277
$9.94K ﹤0.01%
132
+1
278
$9.94K ﹤0.01%
100
279
$9.85K ﹤0.01%
42
+1
280
$9.58K ﹤0.01%
202
281
$9.54K ﹤0.01%
201
-6
282
$9.44K ﹤0.01%
205
283
$9.27K ﹤0.01%
54
284
$9.17K ﹤0.01%
36
+1
285
$9.1K ﹤0.01%
50
286
$9.1K ﹤0.01%
10
287
$9.05K ﹤0.01%
40
288
$8.59K ﹤0.01%
44
289
$8.57K ﹤0.01%
71
+1
290
$8.45K ﹤0.01%
589
291
$8.24K ﹤0.01%
151
+1
292
$8.16K ﹤0.01%
116
+1
293
$7.79K ﹤0.01%
105
294
$7.63K ﹤0.01%
200
295
$7.63K ﹤0.01%
226
296
$7.6K ﹤0.01%
23
297
$7.47K ﹤0.01%
207
298
$7.4K ﹤0.01%
50
299
$7.13K ﹤0.01%
210
300
$7.1K ﹤0.01%
154
10 11
12
13 14