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
301
$10.7K ﹤0.01%
36
302
$10.5K ﹤0.01%
42
303
$10.5K ﹤0.01%
767
304
$10.2K ﹤0.01%
150
305
$10.1K ﹤0.01%
102
+1
306
$9.86K ﹤0.01%
263
+101
307
$9.79K ﹤0.01%
73
+1
308
$9.79K ﹤0.01%
415
+2
309
$9.69K ﹤0.01%
41
+1
310
$9.69K ﹤0.01%
+28
311
$9.67K ﹤0.01%
206
312
$9.65K ﹤0.01%
210
313
$9.5K ﹤0.01%
+302
314
$9.48K ﹤0.01%
94
315
$9.23K ﹤0.01%
28
316
$9.19K ﹤0.01%
15
317
$9.13K ﹤0.01%
262
+13
318
$9.03K ﹤0.01%
+409
319
$8.89K ﹤0.01%
204
+1
320
$8.85K ﹤0.01%
+100
321
$8.65K ﹤0.01%
+1,023
322
$8.65K ﹤0.01%
226
323
$8.6K ﹤0.01%
90
324
$8.58K ﹤0.01%
173
+1
325
$8.54K ﹤0.01%
50
-10
11 12
13
14 15