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
351
$6.8K ﹤0.01%
7
352
$6.76K ﹤0.01%
+171
353
$6.75K ﹤0.01%
131
+1
354
$6.72K ﹤0.01%
155
355
$6.66K ﹤0.01%
180
+2
356
$6.66K ﹤0.01%
10
357
$6.64K ﹤0.01%
200
358
$6.6K ﹤0.01%
+80
359
$6.59K ﹤0.01%
1,224
+31
360
$6.33K ﹤0.01%
106
+39
361
$6.33K ﹤0.01%
18
362
$6.3K ﹤0.01%
15
+10
363
$6.2K ﹤0.01%
101
-45
364
$6.19K ﹤0.01%
200
365
$5.94K ﹤0.01%
137
+1
366
$5.89K ﹤0.01%
82
367
$5.85K ﹤0.01%
52
368
$5.77K ﹤0.01%
226
+1
369
$5.69K ﹤0.01%
35
370
$5.69K ﹤0.01%
1,709
371
$5.61K ﹤0.01%
3
372
$5.54K ﹤0.01%
108
373
$5.42K ﹤0.01%
108
374
$5.41K ﹤0.01%
16
375
$5.39K ﹤0.01%
182
13 14
15
16 17