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
351
$2.42K ﹤0.01%
25
352
$2.33K ﹤0.01%
16
353
$2.32K ﹤0.01%
219
354
$2.32K ﹤0.01%
9
355
$2.26K ﹤0.01%
15
-27
356
$2.25K ﹤0.01%
5
357
$2.21K ﹤0.01%
4
358
$2.17K ﹤0.01%
4
359
$2.11K ﹤0.01%
30
360
$2.07K ﹤0.01%
15
-25
361
$2K ﹤0.01%
40
362
$1.93K ﹤0.01%
20
-4
363
$1.85K ﹤0.01%
6
364
$1.85K ﹤0.01%
74
365
$1.84K ﹤0.01%
11
366
$1.79K ﹤0.01%
4
367
$1.72K ﹤0.01%
132
368
$1.62K ﹤0.01%
266
369
$1.59K ﹤0.01%
34
+1
370
$1.54K ﹤0.01%
7
371
$1.5K ﹤0.01%
7
-1
372
$1.42K ﹤0.01%
25
373
$1.41K ﹤0.01%
6
-2
374
$1.39K ﹤0.01%
8
375
$1.38K ﹤0.01%
96
13 14
15
16 17