TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19K ﹤0.01%
37
+36
327
$18.8K ﹤0.01%
109
+72
328
$18.5K ﹤0.01%
+60
329
$18.5K ﹤0.01%
1,018
330
$18.4K ﹤0.01%
212
331
$18.3K ﹤0.01%
+201
332
$18.3K ﹤0.01%
203
+154
333
$18.2K ﹤0.01%
424
+1
334
$18.1K ﹤0.01%
65
+39
335
$17.8K ﹤0.01%
271
336
$17.7K ﹤0.01%
752
337
$17.7K ﹤0.01%
+251
338
$17.5K ﹤0.01%
+22
339
$17.3K ﹤0.01%
281
+266
340
$17.2K ﹤0.01%
217
+1
341
$17.2K ﹤0.01%
49
+43
342
$17.1K ﹤0.01%
+107
343
$17.1K ﹤0.01%
78
-91
344
$16.9K ﹤0.01%
247
345
$16.8K ﹤0.01%
+67
346
$16.4K ﹤0.01%
184
347
$16.2K ﹤0.01%
104
+95
348
$16.1K ﹤0.01%
599
349
$16.1K ﹤0.01%
120
350
$16.1K ﹤0.01%
492
12 13
14
15 16