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
301
$6.87K ﹤0.01%
+130
302
$6.86K ﹤0.01%
241
303
$6.16K ﹤0.01%
200
304
$6.04K ﹤0.01%
1,133
+30
305
$5.96K ﹤0.01%
107
306
$5.71K ﹤0.01%
767
-1
307
$5.66K ﹤0.01%
1,709
308
$5.6K ﹤0.01%
15
-26
309
$5.45K ﹤0.01%
236
+2
310
$5.25K ﹤0.01%
50
311
$5.25K ﹤0.01%
219
312
$5.24K ﹤0.01%
6
313
$5.24K ﹤0.01%
182
+1
314
$5.11K ﹤0.01%
273
315
$5.09K ﹤0.01%
100
316
$5.05K ﹤0.01%
38
317
$4.98K ﹤0.01%
412
318
$4.92K ﹤0.01%
238
+4
319
$4.86K ﹤0.01%
100
320
$4.74K ﹤0.01%
119
+1
321
$4.73K ﹤0.01%
59
322
$4.7K ﹤0.01%
10
323
$4.62K ﹤0.01%
244
324
$4.54K ﹤0.01%
81
325
$4.45K ﹤0.01%
100
11 12
13
14 15