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
376
$1.36K ﹤0.01%
10
-25
377
$1.29K ﹤0.01%
3
378
$1.26K ﹤0.01%
10
379
$1.24K ﹤0.01%
6
380
$1.24K ﹤0.01%
230
381
$1.22K ﹤0.01%
4
382
$1.22K ﹤0.01%
16
383
$1.21K ﹤0.01%
26
384
$1.16K ﹤0.01%
3
385
$1.13K ﹤0.01%
64
386
$1.11K ﹤0.01%
33
387
$1.09K ﹤0.01%
14
388
$1.08K ﹤0.01%
7
389
$1.08K ﹤0.01%
4
390
$1.08K ﹤0.01%
12
-3
391
$1.06K ﹤0.01%
5
392
$1.04K ﹤0.01%
34
-322
393
$1.01K ﹤0.01%
2
394
$1.01K ﹤0.01%
66
395
$970 ﹤0.01%
20
396
$961 ﹤0.01%
7
397
$943 ﹤0.01%
3
398
$908 ﹤0.01%
5
399
$905 ﹤0.01%
5
400
$903 ﹤0.01%
4
14 15
16
17 18