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
$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
301
$4K ﹤0.01%
333
302
$4K ﹤0.01%
+93
303
$3K ﹤0.01%
33
304
$3K ﹤0.01%
205
+5
305
$3K ﹤0.01%
100
306
$3K ﹤0.01%
91
307
$3K ﹤0.01%
205
308
$3K ﹤0.01%
+66
309
$3K ﹤0.01%
100
310
$3K ﹤0.01%
100
311
$3K ﹤0.01%
38
312
$3K ﹤0.01%
34
313
$3K ﹤0.01%
+266
314
$3K ﹤0.01%
+160
315
$2K ﹤0.01%
40
316
$2K ﹤0.01%
10
317
$2K ﹤0.01%
10
318
$2K ﹤0.01%
25
319
$2K ﹤0.01%
74
320
$2K ﹤0.01%
38
+2
321
$2K ﹤0.01%
15
322
$2K ﹤0.01%
230
323
$2K ﹤0.01%
20
324
$2K ﹤0.01%
45
325
$2K ﹤0.01%
126
+6
11 12
13
14 15