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
326
$4.42K ﹤0.01%
80
327
$4.42K ﹤0.01%
61
328
$4.42K ﹤0.01%
352
329
$4.27K ﹤0.01%
20
330
$4.23K ﹤0.01%
101
331
$4.11K ﹤0.01%
89
332
$4.03K ﹤0.01%
26
-4
333
$4.02K ﹤0.01%
40
334
$3.88K ﹤0.01%
26
335
$3.85K ﹤0.01%
600
336
$3.63K ﹤0.01%
2
337
$3.6K ﹤0.01%
70
+1
338
$3.51K ﹤0.01%
80
339
$3.4K ﹤0.01%
200
340
$3.33K ﹤0.01%
14
341
$3.31K ﹤0.01%
30
342
$3.22K ﹤0.01%
15
343
$3.15K ﹤0.01%
2
344
$3.1K ﹤0.01%
7
345
$3.08K ﹤0.01%
80
346
$2.91K ﹤0.01%
50
347
$2.73K ﹤0.01%
12
-1
348
$2.69K ﹤0.01%
12
349
$2.52K ﹤0.01%
40
350
$2.44K ﹤0.01%
9
-4
12 13
14
15 16