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
326
$2K ﹤0.01%
52
+2
327
$2K ﹤0.01%
96
328
$2K ﹤0.01%
100
329
$1K ﹤0.01%
12
330
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4
331
$1K ﹤0.01%
+132
332
$1K ﹤0.01%
30
333
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8
334
$1K ﹤0.01%
10
+9
335
$1K ﹤0.01%
10
336
$1K ﹤0.01%
100
337
$1K ﹤0.01%
20
338
$1K ﹤0.01%
25
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$1K ﹤0.01%
41
340
$1K ﹤0.01%
29
341
$0 ﹤0.01%
20
342
– –
-10
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$0 ﹤0.01%
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$0 ﹤0.01%
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3
346
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1
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$0 ﹤0.01%
+10
348
$0 ﹤0.01%
2
349
– –
-8,806
350
$0 ﹤0.01%
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