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
276
$15.5K ﹤0.01%
73
+53
277
$15.3K ﹤0.01%
284
278
$15.3K ﹤0.01%
+599
279
$15.3K ﹤0.01%
184
+1
280
$14.9K ﹤0.01%
201
+1
281
$14.7K ﹤0.01%
+631
282
$14.6K ﹤0.01%
+1,799
283
$14.6K ﹤0.01%
110
+70
284
$14.5K ﹤0.01%
184
285
$14.5K ﹤0.01%
208
286
$14.2K ﹤0.01%
104
287
$14.1K ﹤0.01%
143
288
$14K ﹤0.01%
492
289
$13.7K ﹤0.01%
104
290
$13.7K ﹤0.01%
133
291
$12.7K ﹤0.01%
87
292
$12.6K ﹤0.01%
+298
293
$12.5K ﹤0.01%
143
294
$12.3K ﹤0.01%
74
295
$12.2K ﹤0.01%
26
296
$11.9K ﹤0.01%
70
+20
297
$11.9K ﹤0.01%
120
298
$11.9K ﹤0.01%
994
+5
299
$11.4K ﹤0.01%
+25
300
$11.2K ﹤0.01%
275
10 11
12
13 14