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
326
$8.5K ﹤0.01%
116
+69
327
$8.46K ﹤0.01%
120
+1
328
$8.23K ﹤0.01%
767
329
$8.17K ﹤0.01%
37
330
$8.16K ﹤0.01%
+26
331
$8.13K ﹤0.01%
128
+112
332
$8.07K ﹤0.01%
31
+21
333
$7.75K ﹤0.01%
78
+1
334
$7.68K ﹤0.01%
+100
335
$7.67K ﹤0.01%
130
+50
336
$7.48K ﹤0.01%
385
+330
337
$7.3K ﹤0.01%
24
338
$7.24K ﹤0.01%
+35
339
$7.22K ﹤0.01%
+182
340
$7.2K ﹤0.01%
79
341
$7.2K ﹤0.01%
14
342
$7.18K ﹤0.01%
40
343
$7.17K ﹤0.01%
+85
344
$7.16K ﹤0.01%
13
345
$7.13K ﹤0.01%
152
+1
346
$7.04K ﹤0.01%
15
347
$7K ﹤0.01%
26
348
$6.95K ﹤0.01%
+283
349
$6.92K ﹤0.01%
589
350
$6.89K ﹤0.01%
+125
12 13
14
15 16